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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
WP
851
WealthPLAN Partners
Nebraska
$26.3K +$71.7K +1,706 New
GAM
852
Gemmer Asset Management
California
$26K +$966 +23 +4%
CCS
853
Crosspoint Capital Strategies
California
$26K +$25.5K +608 +1,448%
CWM
854
Catamount Wealth Management
Connecticut
$25K – – –
IWMPD
855
Integrated Wealth Management (Palm Desert)
California
$24K – – –
LNB
856
Ledyard National Bank
$24K – – –
AWMS
857
Advocacy Wealth Management Services
Georgia
$22K +$22.1K +525 New
RWG
858
Regal Wealth Group
California
$22K +$22.4K +534 New
1832 Asset Management
859
1832 Asset Management
Ontario, Canada
$21K – – –
VNA
860
Valley National Advisers
Pennsylvania
$21K +$84 +2 +0.4%
MPWT
861
MassMutual Private Wealth & Trust
Connecticut
$20.8K +$7.44K +177 +54%
TCM
862
Tradewinds Capital Management
Washington
$20K – – –
JFGIW
863
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$11.6K +275 +133%
GWM
864
Gupta Wealth Management
California
$18K -$198K -4,709 -92%
PR
865
Payden & Rygel
California
$18K +$17.9K +427 New
TDC
866
Thompson Davis & Co
Virginia
$17K -$546 -13 -3%
HR
867
Howe & Rusling
New York
$16K – – –
TFO
868
Tarbox Family Office
California
$16K +$4.03K +96 +33%
DBT
869
Dubuque Bank & Trust
Iowa
$16K +$16.4K +390 New
ACP
870
Arcus Capital Partners
Georgia
$16K +$16.8K +400 New
BAM
871
Bruderman Asset Management
New York
$15K – – –
GWS
872
Glassman Wealth Services
Virginia
$15K – – –
CHP
873
Cable Hill Partners
Oregon
$14K – – –
PMFA
874
Plante Moran Financial Advisors
Michigan
$14K – – –
PCP
875
Proficio Capital Partners
Massachusetts
$13K +$13.4K +319 New