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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
926
HeadInvest LLC
Maine
$63.1K +$66.8K +1,500 New
GBT
927
Grove Bank & Trust
Florida
$62.5K – – –
AA
928
Ancora Advisors
Ohio
$61.8K -$15.8K -355 -20%
FWM
929
Focused Wealth Management
New York
$61.8K +$267 +6 +0.4%
GWS
930
Glassman Wealth Services
Virginia
$58.9K +$936 +21 +2%
AF
931
Arrow Financial
New York
$57.6K -$50.7K -1,137 -46%
AWM
932
AllSquare Wealth Management
New York
$57.6K -$45 -1 -0.1%
HCP
933
Hexagon Capital Partners
Arkansas
$56.5K -$3.07K -69 -5%
CBT
934
CoreFirst Bank & Trust
Kansas
$56.3K +$1.34K +30 +2%
NF
935
Norwood Financial
Pennsylvania
$55.6K -$6.28K -141 -10%
WWP
936
WR Wealth Planners
Missouri
$54.4K – – –
MPWT
937
MassMutual Private Wealth & Trust
Connecticut
$54.3K +$6.46K +145 +13%
LWANC
938
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.2K – – –
PCFFS
939
Pacific Center for Financial Services
California
$52.1K – – –
MFG
940
Mendota Financial Group
Wisconsin
$51.1K – – –
IPW
941
Impact Partnership Wealth
Georgia
$50.4K -$286K -6,414 -84%
CCM
942
Chilton Capital Management
Texas
$49.4K – – –
SFFS
943
Stonehage Fleming Financial Services
Jersey
$49K +$51.2K +1,150 New
LWCFA
944
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48.7K – – –
CT
945
Cambridge Trust
Massachusetts
$46.9K -$19K -426 -28%
GCM
946
Gables Capital Management
Florida
$46.9K – – –
CAS
947
Coppell Advisory Solutions
Texas
$45.5K +$32.6K +732 +274%
LFA
948
Legend Financial Advisors
Pennsylvania
$44.2K – – –
SC
949
Sawyer & Company
Massachusetts
$43K -$5.57K -125 -11%
BCM
950
Bourgeon Capital Management
Connecticut
$42.6K – – –
36 37
38
39 40