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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
976
First Command Financial Services
Texas
$21K +$4.27K +88 +25%
AC
977
Avestar Capital
New York
$20K +$2.28K +47 +9%
TL
978
TrueWealth LLC
Georgia
$19K -$826 -17 -4%
BBA
979
Braun-Bostich & Associates
Pennsylvania
$19K – – –
KLWA
980
Kelly Lawrence W & Associates
California
$19K – – –
SIM
981
Sonora Investment Management
Arizona
$19K – – –
GRP
982
Global Retirement Partners
California
$19K +$17.6K +362 +1,065%
TF
983
Tompkins Financial
New York
$18K – – –
BOPW
984
Brandywine Oak Private Wealth
Pennsylvania
$18K +$19.4K +400 New
EFSCE
985
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$55.8K -1,149 -78%
NIM
986
NuWave Investment Management
New Jersey
$14K -$431K -8,871 -97%
RA
987
Rational Advisors
New York
$14K -$73.1K -1,505 -83%
AIM
988
Advantage Investment Management
Iowa
$14K – – –
MSFP
989
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
SHJ
990
Sharkey, Howes & Javer
Colorado
$14K – – –
ADL
991
Asset Dedication LLC
California
$13K – – –
AWM
992
Avior Wealth Management
Nebraska
$13K +$5.92K +122 +70%
CFA
993
Clarfeld Financial Advisors
New York
$13K +$13.4K +275 New
BWM
994
Baystate Wealth Management
Massachusetts
$11K – – –
HS
995
Horan Securities
United States
$11K +$97 +2 +0.9%
SFSIG
996
San Francisco Sentry Investment Group
California
$11K +$1.5K +31 +15%
PWM
997
PRW Wealth Management
Massachusetts
$11K +$10.8K +222 New
MIFH
998
Migdal Insurance & Financial Holdings
Israel
$10K -$484K -9,965 -98%
TFS
999
TrustCore Financial Services
Tennessee
$10K -$8.3K -171 -44%
IBOK
1000
Independence Bank of Kentucky
Kentucky
$10K – – –
38 39
40
41 42