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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
901
Zions Bancorporation
Utah
$64K +$2.98K +67 +5%
NF
902
Norwood Financial
Pennsylvania
$60K – – –
FA
903
Financial Advantage
Maryland
$59K – – –
FWM
904
Focused Wealth Management
New York
$59K +$223 +5 +0.4%
LC
905
Lindbrook Capital
California
$59K +$17.3K +389 +38%
CFN
906
Cordasco Financial Network
Florida
$58K +$490 +11 +0.8%
TPCW
907
TD Private Client Wealth
New York
$55.3K -$31.4K -705 -35%
IFAM
908
Institutional & Family Asset Management
Colorado
$55K – – –
SBL
909
Sargent Bickham Lagudis
Colorado
$55K +$2.27K +51 +4%
GCM
910
Gables Capital Management
Florida
$54K – – –
BTI
911
Blue Trust Inc
Georgia
$54K +$48K +1,077 New
APP
912
Alpha Paradigm Partners
Illinois
$54K +$57.9K +1,300 New
TF
913
Tompkins Financial
New York
$52K – – –
PCFFS
914
Pacific Center for Financial Services
California
$51K – – –
CA
915
Clearstead Advisors
Ohio
$51K +$3.39K +76 +7%
AWM
916
AllSquare Wealth Management
New York
$50K – – –
CBT
917
CoreFirst Bank & Trust
Kansas
$49K – – –
COCM
918
Charter Oak Capital Management
New Hampshire
$48K – – –
LWCFA
919
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K – – –
PK
920
Pflug Koory
Nebraska
$46K +$2.23K +50 +5%
VC
921
Vestor Capital
Illinois
$44K -$12.1M -272,107 -100%
AP
922
Atwood & Palmer
Missouri
$44K – – –
FCB
923
First Command Bank
Texas
$44K +$6.64K +149 +17%
FCFS
924
First Command Financial Services
Texas
$44K +$6.64K +149 +17%
SAM
925
Strategic Asset Management
Minnesota
$43K +$356 +8 +0.8%