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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
926
Prentice Wealth Management
New York
$66K +$61.6K +1,401 New
PFGIA
927
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$23.6K +536 +65%
MF
928
Manchester Financial
California
$62K +$57.3K +1,303 New
GCM
929
Gables Capital Management
Florida
$61K – – –
SBL
930
Sargent Bickham Lagudis
Colorado
$59K – – –
PCFFS
931
Pacific Center for Financial Services
California
$58K – – –
AssetMark Inc
932
AssetMark Inc
California
$58K +$6.16K +140 +13%
AL
933
ADE LLC
Maryland
$57K – – –
WB
934
Webster Bank
Connecticut
$57K – – –
GWS
935
Glassman Wealth Services
Virginia
$56K +$704 +16 +1%
SOW
936
State of Wyoming
Wyoming
$56K +$51.8K +1,177 New
AP
937
Atwood & Palmer
Missouri
$55K -$8.84K -201 -15%
COCM
938
Charter Oak Capital Management
New Hampshire
$55K – – –
CBT
939
CoreFirst Bank & Trust
Kansas
$55K – – –
GRP
940
Global Retirement Partners
California
$55K +$44 +1 +0.1%
Jones Financial Companies
941
Jones Financial Companies
Missouri
$55K +$51.5K +1,171 New
AWM
942
AllSquare Wealth Management
New York
$52K -$27.2K -618 -36%
IAIM
943
International Assets Investment Management
Florida
$50K – – –
BWM
944
Baystate Wealth Management
Massachusetts
$49K +$308 +7 +0.7%
BCM
945
Bourgeon Capital Management
Connecticut
$47K – – –
MCA
946
Mercer Capital Advisers
New Jersey
$47K – – –
VBCG
947
Valley Brook Capital Group
Pennsylvania
$47K – – –
EP
948
Eudaimonia Partners
Tennessee
$46K +$15K +341 +55%
PSB
949
Piscataqua Savings Bank
New Hampshire
$46K +$43.1K +979 New
TI
950
Truehand Inc
New Hampshire
$45K – – –