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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
951
Silvant Capital Management
Georgia
$39K – – –
WWM
952
Willingdon Wealth Management
North Carolina
$39K – – –
M
953
MOTCO
Texas
$38K +$15.9K +334 +80%
CAM
954
Close Asset Management
United Kingdom
$37K – – –
GRP
955
Global Retirement Partners
California
$37K +$1.48K +31 +4%
WAP
956
Wealthcare Advisory Partners
Pennsylvania
$37K +$9.54K +200 +38%
SGAM
957
Smith Group Asset Management
Texas
$37K +$35.3K +740 New
LGWM
958
Litman Gregory Wealth Management
California
$35K – – –
BG
959
Bollard Group
Massachusetts
$35K +$239 +5 +0.7%
NIM
960
NuWave Investment Management
New Jersey
$35K +$29.4K +617 +791%
SC
961
Solstein Capital
California
$35K +$32.7K +686 New
LWM
962
Lenox Wealth Management
Ohio
$33K -$1.86K -39 -6%
TFS
963
TrustCore Financial Services
Tennessee
$33K – – –
WQ
964
Wealth Quarterback
New Jersey
$31.1K +$355K +7,440 New
BCA
965
Berman Capital Advisors
Georgia
$31K – – –
OC
966
Oakworth Capital
Alabama
$31K – – –
PMFA
967
Plante Moran Financial Advisors
Michigan
$31K – – –
SA
968
SRH Advisors
Kansas
$31K – – –
GI
969
Gradient Investments
Minnesota
$30K +$191 +4 +0.7%
EP
970
Eudaimonia Partners
Tennessee
$30K +$28.5K +597 New
GAM
971
Gemmer Asset Management
California
$29K -$1.38K -29 -5%
PCA
972
Providence Capital Advisors
North Carolina
$29K – – –
FL
973
Fort LP
Maryland
$29K +$27.8K +583 New
CB
974
CNB Bank
Pennsylvania
$28K -$5.68K -119 -17%
HWM
975
Howard Wealth Management
Connecticut
$28K +$27.3K +572 New
37 38
39
40 41