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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
851
Valeo Financial Advisors
Indiana
$80K -$205K -4,594 -72%
IA
852
IFP Advisors
Florida
$79K +$78.1K +1,754 New
RFA
853
Reilly Financial Advisors
California
$75K – – –
PFBT
854
Parkside Financial Bank & Trust
Missouri
$74K -$6.54K -147 -8%
LWANC
855
Laurel Wealth Advisors (North Carolina)
North Carolina
$74K -$45 -1 -0.1%
AWM
856
AllSquare Wealth Management
New York
$74K – – –
HDIM
857
Hanson & Doremus Investment Management
Vermont
$72K – – –
FA
858
Financial Advantage
Maryland
$64K – – –
Loomis, Sayles & Company
859
Loomis, Sayles & Company
Massachusetts
$62K +$61K +1,369 New
ZB
860
Zions Bancorporation
Utah
$62K +$61.3K +1,376 New
HWA
861
Heritage Wealth Advisors
Virginia
$61K -$18.2K -408 -23%
EWM
862
Endurance Wealth Management
Rhode Island
$60K +$11.1K +250 +23%
FHA
863
Flagship Harbor Advisors
Massachusetts
$58K – – –
PCFFS
864
Pacific Center for Financial Services
California
$57K – – –
SBL
865
Sargent Bickham Lagudis
Colorado
$57K – – –
PK
866
Pflug Koory
Nebraska
$57K +$2.89K +65 +5%
WPA
867
West Paces Advisors
Georgia
$56.1K – – –
ATC
868
Adirondack Trust Company
New York
$53K – – –
DP
869
Denver PWM
Colorado
$52.1K +$52.4K +1,176 New
THWM
870
Taylor Hoffman Wealth Management
Virginia
$51K – – –
TAIM
871
TD Ameritrade Investment Management
Nebraska
$51K +$38K +853 +321%
NO
872
Ninety One
South Africa
$50K -$10.2K -228 -17%
SIAS
873
Shine Investment Advisory Services
Colorado
$49K -$10.3K -232 -18%
SSB
874
Sandy Spring Bank
Maryland
$49K – – –
TC
875
Truvestments Capital
Florida
$49K – – –