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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
976
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K – – –
BHWM
977
Bay Harbor Wealth Management
Maryland
$84K +$284 +5 +0.3%
UCB
978
United Community Bank
South Carolina
$81.1K – – –
ZB
979
Zions Bancorporation
Utah
$72K +$51.7K +909 +165%
NF
980
Norwood Financial
Pennsylvania
$71K -$2.84K -50 -3%
GWS
981
Glassman Wealth Services
Virginia
$71K +$4.26K +75 +6%
FWM
982
Focused Wealth Management
New York
$70K -$243K -4,280 -75%
FA
983
Financial Advantage
Maryland
$70K – – –
CFN
984
Cordasco Financial Network
Florida
$69K +$398 +7 +0.5%
Jones Financial Companies
985
Jones Financial Companies
Missouri
$67K -$22.7K -399 -23%
JWM
986
Janiczek Wealth Management
Colorado
$67K -$398 -7 -0.5%
IFAM
987
Institutional & Family Asset Management
Colorado
$65K -$21.5K -379 -22%
GCM
988
Gables Capital Management
Florida
$65K – – –
SBL
989
Sargent Bickham Lagudis
Colorado
$62K – – –
TF
990
Tompkins Financial
New York
$62K +$48.7K +857 +227%
GRP
991
Global Retirement Partners
California
$62K +$79.7K +1,402 New
PCFFS
992
Pacific Center for Financial Services
California
$61K – – –
CFO
993
CVA Family Office
Colorado
$60K – – –
AWM
994
AllSquare Wealth Management
New York
$60K +$14K +246 +26%
AWA
995
Aaron Wealth Advisors
Illinois
$59.1K +$67.7K +1,191 New
HA
996
Herold Advisors
New York
$58.8K +$67.4K +1,185 New
CBT
997
CoreFirst Bank & Trust
Kansas
$58K – – –
COCM
998
Charter Oak Capital Management
New Hampshire
$57K – – –
CA
999
Clearstead Advisors
Ohio
$57K – – –
LWCFA
1000
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K – – –