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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
951
Reilly Financial Advisors
California
$90K +$92K +1,667 New
HDIM
952
Hanson & Doremus Investment Management
Vermont
$86K -$33.1K -600 -27%
EFSCE
953
Enterprise Financial Services Corp (EFSC)
Missouri
$76K +$2.92K +53 +4%
ML
954
McAdam LLC
Pennsylvania
$75K -$2.54K -46 -3%
DWM
955
Destination Wealth Management
California
$72K +$66.9K +1,212 +954%
SIAS
956
Shine Investment Advisory Services
Colorado
$71K – – –
ATC
957
Adirondack Trust Company
New York
$69K -$2.76K -50 -4%
AWM
958
Aevitas Wealth Management
Massachusetts
$69K +$49.8K +902 +241%
PCFFS
959
Pacific Center for Financial Services
California
$68K – – –
GTAM
960
Global Trust Asset Management
Florida
$68K +$19.9K +360 +40%
SBL
961
Sargent Bickham Lagudis
Colorado
$67K – – –
WPA
962
West Paces Advisors
Georgia
$66.9K – – –
Carson Wealth (CWM LLC)
963
Carson Wealth (CWM LLC)
Nebraska
$65K +$5.24K +95 +9%
CI
964
Cowen Inc
New York
$65K +$66.2K +1,200 New
ST
965
Sageworth Trust
Pennsylvania
$65K +$66.2K +1,200 New
THWM
966
Taylor Hoffman Wealth Management
Virginia
$61K – – –
FC
967
Ferris Capital
Massachusetts
$60K – – –
EWM
968
Endurance Wealth Management
Rhode Island
$59K – – –
AA
969
Apriem Advisors
California
$59K +$60K +1,088 New
SSB
970
Sandy Spring Bank
Maryland
$58K – – –
KIG
971
Kessler Investment Group
Indiana
$58K +$58.9K +1,068 New
GCM
972
Gables Capital Management
Florida
$54K – – –
MCA
973
Mercer Capital Advisers
New Jersey
$54K – – –
ACM
974
AUA Capital Management
Pennsylvania
$53K – – –
B
975
Bridgeworth
Alabama
$50K +$51.4K +932 New