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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
901
First Command Bank
Texas
$18K – – –
FCFS
902
First Command Financial Services
Texas
$18K – – –
PMFA
903
Plante Moran Financial Advisors
Michigan
$17K -$143 -3 -0.9%
GEA
904
Glen Eagle Advisors
New Jersey
$16K +$15K +313 New
AIM
905
Advantage Investment Management
Iowa
$15K -$15.8K -330 -52%
EFSCE
906
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$10.1K -211 -42%
PCP
907
Proficio Capital Partners
Massachusetts
$15K -$5.79K -121 -30%
MSFP
908
Mark Sheptoff Financial Planning
Connecticut
$15K -$48 -1 -0.3%
OFW
909
Omnia Family Wealth
Florida
$15K – – –
SHJ
910
Sharkey, Howes & Javer
Colorado
$15K – – –
MLFP
911
MPS Loria Financial Planners
Illinois
$15K +$13.6K +284 New
VWA
912
V Wealth Advisors
Kansas
$15K +$14.3K +300 New
MPWT
913
MassMutual Private Wealth & Trust
Connecticut
$12.8K -$35.9K -750 -75%
VFA
914
Virtus Fund Advisers
Connecticut
$12K – – –
IPC
915
Independent Portfolio Consultants
Florida
$11K -$957 -20 -8%
HS
916
Horan Securities
United States
$11K +$48 +1 +0.5%
IP
917
Intellectus Partners
California
$11K +$574 +12 +6%
BWM
918
Baystate Wealth Management
Massachusetts
$11K +$6.93K +145 +242%
TCM
919
Tradewinds Capital Management
Washington
$10K – – –
MWM
920
Mascoma Wealth Management
New Hampshire
$9K -$9.57K -200 -53%
AWM
921
Avior Wealth Management
Nebraska
$9K – – –
AAP
922
Arax Advisory Partners
Colorado
$9K +$4.5K +94 +112%
CBT
923
Central Bank & Trust
Kentucky
$8K -$3.49K -73 -32%
JAM
924
Jolley Asset Management
North Carolina
$8K -$2.15K -45 -23%
GI
925
Gradient Investments
Minnesota
$8K – – –