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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
926
Arcadia Investment Management
Michigan
$94K – – –
RA
927
Rational Advisors
New York
$92K -$104K -1,985 -52%
OIA
928
OneDigital Investment Advisors
Kansas
$92K -$2.89K -55 -3%
PFBT
929
Parkside Financial Bank & Trust
Missouri
$89K -$6.68K -127 -7%
HWA
930
Heritage Wealth Advisors
Virginia
$89K +$92.7K +1,762 New
GTAM
931
Global Trust Asset Management
Florida
$87K +$23.9K +455 +36%
GWS
932
Glassman Wealth Services
Virginia
$85K -$1.31K -25 -1%
RFA
933
Reilly Financial Advisors
California
$85K – – –
APP
934
Avantax Planning Partners
Iowa
$84K +$86.8K +1,650 New
WTB
935
Washington Trust Bank
Washington
$82K -$79.2K -1,505 -48%
HDIM
936
Hanson & Doremus Investment Management
Vermont
$82K – – –
Carson Wealth (CWM LLC)
937
Carson Wealth (CWM LLC)
Nebraska
$78K +$17K +323 +27%
NO
938
Ninety One
South Africa
$77K -$5.57M -105,767 -99%
MPIA
939
Mountain Pacific Investment Advisers
Idaho
$77K +$79.3K +1,508 New
EFSCE
940
Enterprise Financial Services Corp (EFSC)
Missouri
$76K +$3.42K +65 +5%
KIG
941
Kessler Investment Group
Indiana
$73K +$18.8K +358 +34%
ZB
942
Zions Bancorporation
Utah
$73K +$74.9K +1,424 New
ML
943
McAdam LLC
Pennsylvania
$72K -$737 -14 -1%
AF
944
Allworth Financial
California
$71K +$37.3K +709 +102%
CQS
945
Credential Qtrade Securities
$70.1K +$72.3K +1,374 New
SIAS
946
Shine Investment Advisory Services
Colorado
$67K – – –
TC
947
Truvestments Capital
Florida
$67K +$68.7K +1,305 New
AWM
948
Aevitas Wealth Management
Massachusetts
$65K +$105 +2 +0.2%
ATC
949
Adirondack Trust Company
New York
$64K -$1.42K -27 -2%
PCFFS
950
Pacific Center for Financial Services
California
$64K – – –