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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
851
FSB Premier Wealth Management
Iowa
$334K +$71.2K +1,293 +29%
MWM
852
Modern Wealth Management
Kansas
$334K -$3.58K -65 -1%
RC
853
Rovin Capital
Arizona
$331K -$27.4K -498 -8%
SPC
854
Sigma Planning Corp
Michigan
$328K +$313K +5,686 New
HH
855
Hilltop Holdings
Texas
$326K +$46.2K +840 +17%
SFWA
856
Summit Financial Wealth Advisors
Louisiana
$323K – – –
SC
857
Sepio Capital
Utah
$322K -$3.25K -59 -1%
FHC
858
First Heartland Consultants
Missouri
$321K +$4.13K +75 +1%
GWM
859
Geneos Wealth Management
Colorado
$319K +$44.3K +805 +17%
OCBCO
860
Oversea-Chinese Banking Corp (OCBC)
Singapore
$315K +$301K +5,468 New
DWT
861
Dorsey & Whitney Trust
South Dakota
$315K +$4.51K +82 +2%
Jones Financial Companies
862
Jones Financial Companies
Missouri
$313K +$292K +5,312 +4,250%
FCM
863
Firestone Capital Management
Florida
$312K – – –
FNT
864
First Nebraska Trust
Nebraska
$311K -$5.67K -103 -2%
IAA
865
Independent Advisor Alliance
North Carolina
$311K +$275 +5 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
866
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$311K +$297K +5,400 New
CFGS
867
Concourse Financial Group Securities
Alabama
$311K +$22.4K +406 +8%
VST
868
Van Strum & Towne
California
$310K – – –
AFG
869
Atomi Financial Group
New York
$310K +$34.4K +625 +13%
HCM
870
Hutchinson Capital Management
California
$309K +$220 +4 +0.1%
DBIA
871
Dumont & Blake Investment Advisors
New Jersey
$308K -$6.88K -125 -2%
WG
872
Welch Group
Alabama
$307K – – –
FAG
873
Fortitude Advisory Group
Washington
$304K +$291K +5,280 New
GI
874
GAMMA Investing
California
$302K +$48.3K +877 +20%
AWA
875
Aaron Wealth Advisors
Illinois
$300K +$48K +871 +20%