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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FGC
951
Financial Gravity Companies
Texas
$68K +$65.5K +1,178 +1,324%
FGAM
952
Financial Gravity Asset Management
Texas
$68K +$70.5K +1,267 New
CRC
953
Curi RMB Capital
Illinois
$67K +$72.5K +1,303 New
EWM
954
Edge Wealth Management
New York
$65K – – –
PCFFS
955
Pacific Center for Financial Services
California
$65K – – –
SBL
956
Sargent Bickham Lagudis
Colorado
$64K – – –
WPA
957
West Paces Advisors
Georgia
$63.9K -$37.5K -675 -35%
QAM
958
QCI Asset Management
New York
$59K -$2.78K -50 -4%
THWM
959
Taylor Hoffman Wealth Management
Virginia
$59K – – –
FC
960
Ferris Capital
Massachusetts
$58K +$62.1K +1,116 New
Carson Wealth (CWM LLC)
961
Carson Wealth (CWM LLC)
Nebraska
$57K +$1.56K +28 +3%
EAM
962
Exane Asset Management
France
$56.2K +$60.7K +1,091 New
SSB
963
Sandy Spring Bank
Maryland
$56K -$10.5K -188 -15%
EWM
964
Endurance Wealth Management
Rhode Island
$56K – – –
MCA
965
Mercer Capital Advisers
New Jersey
$52K – – –
GCM
966
Gables Capital Management
Florida
$52K +$55.6K +1,000 New
KA
967
Kaizen Advisory
Illinois
$51K – – –
ACM
968
AUA Capital Management
Pennsylvania
$50K – – –
GTAM
969
Global Trust Asset Management
Florida
$46K +$30.6K +550 +160%
GI
970
Gradient Investments
Minnesota
$43K -$42.4K -762 -48%
MOS
971
MGO One Seven
Ohio
$43K -$723 -13 -2%
LWCFA
972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K – – –
RBC
973
Roble Belko & Company
Pennsylvania
$40K – – –
LWM
974
Lenox Wealth Management
Ohio
$40K +$779 +14 +2%
SNT
975
Security National Trust
West Virginia
$39K – – –