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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
$90K -$6.5K -125 -7%
PI
902
PEAK6 Investments
Illinois
$90K +$89.9K +1,729 New
LWANC
903
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K – – –
IFAM
904
Institutional & Family Asset Management
Colorado
$88K +$61.4K +1,181 +231%
GKWIM
905
Gerber Kawasaki Wealth & Investment Management
California
$86K +$87K +1,673 New
BHWM
906
Bay Harbor Wealth Management
Maryland
$84K -$52 -1 -0.1%
JFGIW
907
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K -$4.16K -80 -5%
LWM
908
Liberty Wealth Management
California
$79K -$212K -4,071 -73%
JWM
909
Janiczek Wealth Management
Colorado
$79K +$12.4K +238 +19%
TPCW
910
TD Private Client Wealth
New York
$74.7K +$1.77K +34 +2%
FA
911
Financial Advantage
Maryland
$74K – – –
PWM
912
Prentice Wealth Management
New York
$73K – – –
CA
913
Clearstead Advisors
Ohio
$68K -$606K -11,655 -90%
GCM
914
Gables Capital Management
Florida
$67K – – –
GWS
915
Glassman Wealth Services
Virginia
$65K -$1.04K -20 -2%
SBL
916
Sargent Bickham Lagudis
Colorado
$65K – – –
GRP
917
Global Retirement Partners
California
$64K +$1.35K +26 +2%
PCFFS
918
Pacific Center for Financial Services
California
$63K – – –
AL
919
ADE LLC
Maryland
$62K – – –
WB
920
Webster Bank
Connecticut
$62K – – –
CBT
921
CoreFirst Bank & Trust
Kansas
$61K – – –
COCM
922
Charter Oak Capital Management
New Hampshire
$60K – – –
LWCFA
923
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K -$7.38K -142 -11%
AWM
924
AllSquare Wealth Management
New York
$57K – – –
SOW
925
State of Wyoming
Wyoming
$57K +$19.5K +376 +53%
35 36
37
38 39