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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
976
Smith Group Asset Management
Texas
$30K +$3.69K +84 +15%
OC
977
Oakworth Capital
Alabama
$29K – – –
RCG
978
Rock Creek Group
District of Columbia
$26K -$12.8K -291 -34%
HIA
979
Harbor Investment Advisory
Maryland
$26K -$7.74K -176 -24%
ACM
980
AUA Capital Management
Pennsylvania
$25K – – –
HWA
981
HHM Wealth Advisors
Tennessee
$24K – – –
LC
982
Lindbrook Capital
California
$23K +$1.19K +27 +6%
BBHC
983
Brown Brothers Harriman & Co
New York
$22K -$85.5K -1,944 -80%
SWA
984
SOA Wealth Advisors
New York
$22K +$704 +16 +4%
CIA
985
CSat Investment Advisory
Michigan
$22K +$1.1K +25 +6%
SIM
986
Sonora Investment Management
Arizona
$21K +$1.76K +40 +10%
AIC
987
Archer Investment Corporation
Indiana
$20.6K – – –
PP
988
PrairieView Partners
Minnesota
$20K – – –
AWA
989
Arkadios Wealth Advisors
Georgia
$19K +$2.29K +52 +14%
KLWA
990
Kelly Lawrence W & Associates
California
$19K +$17.6K +400 New
CCC
991
Crescent Capital Consulting
Louisiana
$18K – – –
SWP
992
ShoreHaven Wealth Partners
New Jersey
$18K – – –
TF
993
Tompkins Financial
New York
$18K – – –
WAP
994
Wealthcare Advisory Partners
Pennsylvania
$18K +$17.1K +388 New
TFO
995
Tarbox Family Office
California
$17K -$88 -2 -0.5%
GAM
996
Gemmer Asset Management
California
$17K – – –
SWM
997
Sugarloaf Wealth Management
Georgia
$17K – – –
MFA
998
McClarren Financial Advisors
Pennsylvania
$17K +$132 +3 +0.8%
EFSCE
999
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$3.48K +79 +29%
HWMA
1000
Heritage Wealth Management (Arizona)
Arizona
$17K +$15.7K +356 New
38 39
40
41 42