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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
826
Capstone Financial Group
Oklahoma
$37K – – –
AssetMark Inc
827
AssetMark Inc
California
$36K – – –
BWM
828
Baystate Wealth Management
Massachusetts
$35K +$291 +8 +0.8%
BCM
829
Bourgeon Capital Management
Connecticut
$34K – – –
MCA
830
Mercer Capital Advisers
New Jersey
$34K – – –
GWS
831
Glassman Wealth Services
Virginia
$34K +$3.39K +93 +10%
ZB
832
Zions Bancorporation
Utah
$33K +$328 +9 +0.9%
ATC
833
Adirondack Trust Company
New York
$32K -$1.82K -50 -5%
TI
834
Truehand Inc
New Hampshire
$32K – – –
EP
835
Eudaimonia Partners
Tennessee
$30K +$6.22K +171 +24%
SGAM
836
Smith Group Asset Management
Texas
$30K +$7.46K +205 +31%
BFC
837
Bedel Financial Consulting
Indiana
$28K – – –
EWM
838
Edge Wealth Management
New York
$28K – – –
PCIA
839
Prime Capital Investment Advisors
Kansas
$28K – – –
GRP
840
Global Retirement Partners
California
$28K +$655 +18 +2%
CSPIA
841
Cary Street Partners Investment Advisory
Virginia
$28K +$29.8K +818 New
SCM
842
Silvant Capital Management
Georgia
$27K – – –
SSB
843
Sandy Spring Bank
Maryland
$27K +$5.24K +144 +22%
LAS
844
Lloyd Advisory Services
Georgia
$25K -$2.55K -70 -9%
PFGIA
845
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$2.33K +64 +10%
HWA
846
Heritage Wealth Advisors
Virginia
$24K – – –
BG
847
Bollard Group
Massachusetts
$24K +$109 +3 +0.4%
HIA
848
Harbor Investment Advisory
Maryland
$23K -$39.6K -1,089 -62%
EI
849
Ellevest Inc
New York
$23K -$5.28K -145 -18%
EW
850
Evoke Wealth
California
$22K -$874 -24 -4%