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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
951
CVA Family Office
Colorado
$66K +$28.5K +570 +79%
HDIM
952
Hanson & Doremus Investment Management
Vermont
$64K -$30.2K -604 -24%
SBL
953
Sargent Bickham Lagudis
Colorado
$64K – – –
LWCFA
954
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K +$62.1K +1,242 New
PCFFS
955
Pacific Center for Financial Services
California
$63K – – –
WB
956
Webster Bank
Connecticut
$62K – – –
AL
957
ADE LLC
Maryland
$61K – – –
GRP
958
Global Retirement Partners
California
$61K +$1.3K +26 +2%
CBT
959
CoreFirst Bank & Trust
Kansas
$60K – – –
COCM
960
Charter Oak Capital Management
New Hampshire
$59K – – –
AWM
961
AllSquare Wealth Management
New York
$57K – – –
DA
962
Denali Advisors
California
$56K -$1.12M -22,300 -95%
UFF
963
USA Financial Formulas
Michigan
$54K -$35.1K -702 -40%
AP
964
Atwood & Palmer
Missouri
$54K -$4.95K -99 -9%
BWM
965
Baystate Wealth Management
Massachusetts
$54K +$250 +5 +0.5%
BCM
966
Bourgeon Capital Management
Connecticut
$51K – – –
MCA
967
Mercer Capital Advisers
New Jersey
$51K – – –
PSB
968
Piscataqua Savings Bank
New Hampshire
$50K – – –
TI
969
Truehand Inc
New Hampshire
$48K – – –
AssetMark Inc
970
AssetMark Inc
California
$47K -$15.6K -312 -25%
ATC
971
Adirondack Trust Company
New York
$47K – – –
SCA
972
Stonebridge Capital Advisors
Minnesota
$47K – – –
CWM
973
Cranbrook Wealth Management
Michigan
$46K – – –
LAS
974
Lloyd Advisory Services
Georgia
$46K +$851 +17 +2%
EWM
975
Evermay Wealth Management
Virginia
$45K +$44.1K +882 New