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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
926
Roble Belko & Company
Pennsylvania
$103K – – –
MA
927
MCF Advisors
Kentucky
$103K +$95.7K +1,913 +1,993%
GWSG
928
GPS Wealth Strategies Group
Colorado
$102K -$5K -100 -5%
BL
929
Bleichroeder LP
New York
$102K – – –
MA
930
Montag & Associates
Georgia
$98K -$172K -3,431 -64%
CWC
931
Carolinas Wealth Consulting
North Carolina
$98K -$9.71K -194 -9%
GFPC
932
Global Financial Private Client
Florida
$97.1K – – –
GTAM
933
Global Trust Asset Management
Florida
$95K -$18.8K -375 -17%
PWMG
934
Prestige Wealth Management Group
New Jersey
$95K -$15.4K -307 -14%
AF
935
Allworth Financial
California
$89K – – –
MHR
936
Matthew Hamilton Rosenberg
$89K – – –
DFCM
937
Dark Forest Capital Management
Puerto Rico
$89K +$87.4K +1,747 New
LWANC
938
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K +$4.1K +82 +5%
JFGIW
939
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K -$692K -13,839 -90%
BHWM
940
Bay Harbor Wealth Management
Maryland
$83K +$600 +12 +0.7%
ACM
941
Anfield Capital Management
California
$78K +$76.5K +1,530 New
PK
942
Pflug Koory
Nebraska
$77K -$7K -140 -9%
FA
943
Financial Advantage
Maryland
$73K – – –
GM
944
GeoWealth Management
Illinois
$73K +$71K +1,420 New
TPCW
945
TD Private Client Wealth
New York
$72.1K -$11.6K -232 -14%
PWM
946
Prentice Wealth Management
New York
$72K – – –
CYG
947
Clean Yield Group
Vermont
$69K +$67.5K +1,350 New
GCM
948
Gables Capital Management
Florida
$67K – – –
GWS
949
Glassman Wealth Services
Virginia
$66K +$4.25K +85 +7%
JWM
950
Janiczek Wealth Management
Colorado
$66K +$23.5K +469 +58%
36 37
38
39 40