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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
951
First Command Financial Services
Texas
$16K – – –
SNT
952
Security National Trust
West Virginia
$16K – – –
DWM
953
Doyle Wealth Management
Florida
$16K +$17.1K +364 New
AC
954
Avestar Capital
New York
$15K -$6.67K -142 -26%
EFSCE
955
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$3.67K -78 -19%
VCM
956
Versant Capital Management
Arizona
$13K -$10.6K -226 -43%
IFAM
957
Institutional & Family Asset Management
Colorado
$13K -$7.47K -159 -34%
AIM
958
Advantage Investment Management
Iowa
$13K – – –
GSWM
959
Golden State Wealth Management
California
$13K – – –
MSFP
960
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
OFS
961
Orrstown Financial Services
Pennsylvania
$13K – – –
CA
962
Centerpoint Advisors
Massachusetts
$12K – – –
LB
963
Legacy Bridge
Iowa
$12K – – –
TAIM
964
TD Ameritrade Investment Management
Nebraska
$12K +$11.3K +241 +964%
FGAM
965
Financial Gravity Asset Management
Texas
$10K -$26.3K -560 -70%
WCG
966
Weaver Consulting Group
California
$10K – – –
HS
967
Horan Securities
United States
$10K +$47 +1 +0.5%
MIFH
968
Migdal Insurance & Financial Holdings
Israel
$10K +$1.65K +35 +19%
BL
969
Balentine LLC
Georgia
$10K +$4.84K +103 +87%
SFSIG
970
San Francisco Sentry Investment Group
California
$9K -$1.93K -41 -18%
MCM
971
MV Capital Management
Maryland
$9K – – –
SIS
972
Sound Income Strategies
Florida
$9K – – –
BWM
973
Baystate Wealth Management
Massachusetts
$9K +$47 +1 +0.5%
CTB
974
Country Trust Bank
Illinois
$8K -$14.1K -300 -63%
TCM
975
Tradewinds Capital Management
Washington
$8K – – –