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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
901
Global Trust Asset Management
Florida
$106K -$26.5K -602 -21%
GEA
902
Glen Eagle Advisors
New Jersey
$104K – – –
RIM
903
Rockbridge Investment Management
New York
$104K – – –
PWMG
904
Prestige Wealth Management Group
New Jersey
$102K +$13.5K +307 +16%
CWC
905
Carolinas Wealth Consulting
North Carolina
$100K -$15K -342 -14%
PFBT
906
Parkside Financial Bank & Trust
Missouri
$100K -$6.38K -145 -6%
GWSG
907
GPS Wealth Strategies Group
Colorado
$99K +$92.4K +2,100 New
PCM
908
Penserra Capital Management
California
$97K +$14.6K +331 +19%
BL
909
Bleichroeder LP
New York
$95K – – –
PCTC
910
Perkins Coie Trust Company
Washington
$95K – – –
RBC
911
Roble Belko & Company
Pennsylvania
$95K – – –
IA
912
IFP Advisors
Florida
$90K -$396 -9 -0.5%
GFPC
913
Global Financial Private Client
Florida
$89.6K – – –
MHR
914
Matthew Hamilton Rosenberg
$83K – – –
UFF
915
USA Financial Formulas
Michigan
$83K +$77.2K +1,755 New
AF
916
Allworth Financial
California
$82K – – –
BWA
917
BDO Wealth Advisors
Florida
$82K +$59K +1,342 +350%
RFA
918
Reilly Financial Advisors
California
$79K – – –
LWANC
919
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K – – –
PK
920
Pflug Koory
Nebraska
$78K +$1.1K +25 +2%
TPCW
921
TD Private Client Wealth
New York
$77.5K -$5.94K -135 -8%
BHWM
922
Bay Harbor Wealth Management
Maryland
$76K +$14.9K +339 +27%
CCM
923
CAAS Capital Management
New York
$76K +$70.4K +1,600 New
EI
924
Ellevest Inc
New York
$68K +$17.4K +396 +38%
FA
925
Financial Advantage
Maryland
$67K – – –
35 36
37
38 39