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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
901
Pacific Center for Financial Services
California
$47K – – –
AWM
902
AllSquare Wealth Management
New York
$46K – – –
RCG
903
Rock Creek Group
District of Columbia
$46K +$19.8K +465 +64%
CBT
904
CoreFirst Bank & Trust
Kansas
$45K – – –
MCC
905
Money Concepts Capital
Florida
$44K +$33.5K +786 +214%
ZB
906
Zions Bancorporation
Utah
$43K -$17.6K -414 -27%
TF
907
Tompkins Financial
New York
$42K -$6.1K -143 -12%
PK
908
Pflug Koory
Nebraska
$42K -$213 -5 -0.5%
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K – – –
DCM
910
Dupont Capital Management
Delaware
$41K -$394K -9,241 -90%
SCA
911
Stonebridge Capital Advisors
Minnesota
$41K +$1.45K +34 +3%
SAM
912
Strategic Asset Management
Minnesota
$40K +$341 +8 +0.8%
BCM
913
Bourgeon Capital Management
Connecticut
$39K – – –
FMB
914
Field & Main Bank
Kentucky
$39K – – –
FCT
915
First Community Trust
Iowa
$39K – – –
GFPC
916
Global Financial Private Client
Florida
$38.9K – – –
CI Investments Inc
917
CI Investments Inc
Ontario, Canada
$38K +$38K +891 +1,001%
BWM
918
Baystate Wealth Management
Massachusetts
$36K +$341 +8 +0.9%
EWA
919
EverSource Wealth Advisors
Alabama
$36K +$28.5K +668 +239%
FCB
920
First Command Bank
Texas
$35K -$6.35K -149 -14%
FCFS
921
First Command Financial Services
Texas
$35K -$6.35K -149 -14%
FCA
922
FinTrust Capital Advisors
South Carolina
$32K +$33.9K +794 New
PMFA
923
Plante Moran Financial Advisors
Michigan
$31K – – –
GI
924
Gradient Investments
Minnesota
$31K +$14.5K +341 +74%
BFPW
925
BOK Financial Private Wealth
Colorado
$30K – – –