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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
901
Cedar Mountain Advisors
Oregon
$13K +$2.23K +61 +23%
BC
902
Barnett & Company
Tennessee
$12K -$76.8K -2,100 -88%
MSFP
903
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
LF
904
Lee Financial
Texas
$12K +$7.32K +200 +187%
VCM
905
Versant Capital Management
Arizona
$11K +$1.57K +43 +18%
MLFP
906
MPS Loria Financial Planners
Illinois
$11K +$10.4K +284 New
RAM
907
Riggs Asset Management
Pennsylvania
$10K – – –
IFAM
908
Institutional & Family Asset Management
Colorado
$10K +$329 +9 +4%
EFSCE
909
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$512 +14 +6%
BWM
910
BerganKDV Wealth Management
Minnesota
$10K +$8.67K +237 +1,077%
BWL
911
Bogart Wealth LLC
Virginia
$9K – – –
AWM
912
Avior Wealth Management
Nebraska
$8K – – –
KTC
913
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
MCM
914
MV Capital Management
Maryland
$8K – – –
SIS
915
Sound Income Strategies
Florida
$8K – – –
VRM
916
Vectors Research Management
New York
$8K – – –
CAL
917
Capital Advisors Ltd
Ohio
$7K -$8.64K -236 -58%
TCM
918
Tradewinds Capital Management
Washington
$7K – – –
IBOK
919
Independence Bank of Kentucky
Kentucky
$6K – – –
EWA
920
Evolution Wealth Advisors
Florida
$6K +$5.86K +160 New
MIFH
921
Migdal Insurance & Financial Holdings
Israel
$5K -$78.3K -2,139 -94%
WFMPM
922
Woodley Farra Manion Portfolio Management
Indiana
$5K -$9K -246 -64%
PGAM
923
Princeton Global Asset Management
New Jersey
$5K – – –
APWA
924
Atlas Private Wealth Advisors
New Jersey
$5K +$4.54K +124 New
AWA
925
Arkadios Wealth Advisors
Georgia
$4.84K +$1.17K +32 +35%
35 36
37
38 39