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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
876
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
MLFP
877
MPS Loria Financial Planners
Illinois
$10K – – –
VCM
878
Versant Capital Management
Arizona
$10K +$400 +11 +4%
SIAS
879
Shine Investment Advisory Services
Colorado
$9K -$29.9K -820 -75%
EFSCE
880
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
BFG
881
Baron Financial Group
New Jersey
$8.86K +$9.39K +258 New
IFAM
882
Institutional & Family Asset Management
Colorado
$8K -$692 -19 -7%
PFS
883
Prospera Financial Services
Texas
$8K +$8.66K +238 New
LF
884
Lee Financial
Texas
$7K -$3.9K -107 -35%
BWL
885
Bogart Wealth LLC
Virginia
$7K – – –
KTC
886
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
MCM
887
MV Capital Management
Maryland
$7K – – –
SIS
888
Sound Income Strategies
Florida
$7K – – –
VRM
889
Vectors Research Management
New York
$7K – – –
PB
890
Pinnacle Bancorp
Nebraska
$6K -$21.8K -600 -76%
CAL
891
Capital Advisors Ltd
Ohio
$6K – – –
TCM
892
Tradewinds Capital Management
Washington
$6K – – –
AWA
893
Arkadios Wealth Advisors
Georgia
$5.36K +$582 +16 +13%
EWA
894
Evolution Wealth Advisors
Florida
$5K – – –
IBOK
895
Independence Bank of Kentucky
Kentucky
$5K – – –
PGAM
896
Princeton Global Asset Management
New Jersey
$5K – – –
RWM
897
Raffa Wealth Management
District of Columbia
$4.12K – – –
APWA
898
Atlas Private Wealth Advisors
New Jersey
$4K – – –
SFSIG
899
San Francisco Sentry Investment Group
California
$4K – – –
SQA
900
Simon Quick Advisors
New Jersey
$4K +$3.57K +98 +350%