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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
901
Baystate Wealth Management
Massachusetts
$44K +$269 +7 +0.7%
EI
902
Ellevest Inc
New York
$44K +$14.3K +373 +57%
WOSD
903
WFA of San Diego
California
$42K -$8.45K -220 -1%
BCM
904
Bourgeon Capital Management
Connecticut
$42K – – –
MCA
905
Mercer Capital Advisers
New Jersey
$42K – – –
VBCG
906
Valley Brook Capital Group
Pennsylvania
$42K +$38.4K +1,000 New
ZB
907
Zions Bancorporation
Utah
$41K +$192 +5 +0.5%
EA
908
Elm Advisors
California
$41K +$37.4K +975 New
SMFG
909
Sumitomo Mitsui Financial Group
Japan
$40K -$37.6K -980 -51%
TI
910
Truehand Inc
New Hampshire
$40K – – –
ATC
911
Adirondack Trust Company
New York
$37K – – –
RCG
912
Rock Creek Group
District of Columbia
$36K -$69.1K -1,799 -68%
LWA
913
Lenox Wealth Advisors
New York
$36K +$33K +860 New
EWM
914
Edge Wealth Management
New York
$35K – – –
PCIA
915
Prime Capital Investment Advisors
Kansas
$35K – – –
PFGIA
916
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$3.92K +102 +14%
BFC
917
Bedel Financial Consulting
Indiana
$34K – – –
SCM
918
Silvant Capital Management
Georgia
$33K – – –
FF
919
FourThought Financial
Florida
$32K +$29.6K +771 New
LAS
920
Lloyd Advisory Services
Georgia
$31K – – –
HIA
921
Harbor Investment Advisory
Maryland
$31K +$2.65K +69 +11%
BG
922
Bollard Group
Massachusetts
$30K +$115 +3 +0.4%
DWP
923
Destiny Wealth Partners
Florida
$30K +$26.9K +700 New
SSB
924
Sandy Spring Bank
Maryland
$28K -$5.53K -144 -18%
LWCFA
925
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K +$4.34K +113 +21%
35 36
37
38 39