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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
951
Sound Income Strategies
Florida
$9K – – –
HGWM
952
Harvest Group Wealth Management
Massachusetts
$8K – – –
TCM
953
Tradewinds Capital Management
Washington
$8K – – –
SFSIG
954
San Francisco Sentry Investment Group
California
$7K -$1.56K -35 -18%
IBOK
955
Independence Bank of Kentucky
Kentucky
$7K – – –
TC
956
Trust Company
Kansas
$7K +$6.68K +150 New
PW
957
Price Wealth
Texas
$6K -$560K -12,575 -99%
TWA
958
TCI Wealth Advisors
Arizona
$6K +$3.07K +69 +93%
CBT
959
Central Bank & Trust
Kentucky
$6K +$3.56K +80 +160%
1NWS
960
1 North Wealth Services
Maryland
$6K +$5.88K +132 New
LF
961
Lee Financial
Texas
$5K – – –
ADL
962
Asset Dedication LLC
California
$5K +$45 +1 +0.9%
RA
963
Rational Advisors
New York
$4K -$68.6K -1,541 -95%
EIM
964
Essex Investment Management
Massachusetts
$4K – – –
PO
965
Private Ocean
California
$4K – – –
WC
966
Weil Company
California
$4K +$4.1K +92 New
RWM
967
Raffa Wealth Management
District of Columbia
$3.93K +$3.87K +87 New
NIM
968
NuWave Investment Management
New Jersey
$3K -$68.6K -1,541 -95%
EI
969
Ellevest Inc
New York
$3K -$5.3K -119 -64%
CTB
970
Country Trust Bank
Illinois
$3K -$4.54K -102 -57%
BWL
971
Bogart Wealth LLC
Virginia
$3K – – –
PWP
972
Personal Wealth Partners
Minnesota
$3K +$2.67K +60 New
EIP
973
Ellis Investment Partners
Pennsylvania
$3K +$3.92K +88 New
GWMIA
974
Global Wealth Management Investment Advisory
Florida
$2K – – –
AIC
975
Ameritas Investment Company
Nebraska
$2K +$1.74K +39 New
37 38
39
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