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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
976
FSC Wealth Advisors
New York
$24.2K – – –
C
977
Covestor
United Kingdom
$24K -$27.5K -640 -54%
GM
978
GeoWealth Management
Illinois
$24K +$2.15K +50 +10%
LFG
979
Larson Financial Group
Missouri
$23.4K +$4.51K +105 +25%
CPG
980
Cornerstone Planning Group
New Jersey
$23.4K +$22.6K +526 New
MIH
981
Meitav Investment House
Israel
$22.6K +$154K +3,584 New
BBHC
982
Brown Brothers Harriman & Co
New York
$22.4K – – –
MSFP
983
Mark Sheptoff Financial Planning
Connecticut
$22.3K – – –
ZB
984
Zions Bancorporation
Utah
$20.8K -$1.33K -31 -6%
JWM
985
Janiczek Wealth Management
Colorado
$20.8K – – –
VLKIM
986
Van Lanschot Kempen Investment Management
Netherlands
$19.8K – – –
BONH
987
Bank of New Hampshire
New Hampshire
$19.7K – – –
SWA
988
SOA Wealth Advisors
New York
$19.2K +$172 +4 +0.9%
HIA
989
Harbor Investment Advisory
Maryland
$18.2K – – –
WT
990
Washington Trust
Rhode Island
$17.8K -$6.31K -147 -27%
KLWA
991
Kelly Lawrence W & Associates
California
$17.7K – – –
FSWA
992
Financial Synergies Wealth Advisors
Texas
$17.5K +$129 +3 +0.8%
BIA
993
Bell Investment Advisors
California
$17.4K -$1.5K -35 -8%
CMA
994
Cedar Mountain Advisors
Oregon
$17.3K +$1.46K +34 +10%
GI
995
Gradient Investments
Minnesota
$17.1K +$1.29K +30 +8%
ACA
996
Atlas Capital Advisors
Wyoming
$17K – – –
MFA
997
McClarren Financial Advisors
Pennsylvania
$17K -$10.6K -246 -39%
VCM
998
Versant Capital Management
Arizona
$16.6K +$1.5K +35 +10%
PI
999
PineBridge Investments
New York
$16.5K -$144K -3,366 -90%
BWS
1000
Buck Wealth Strategies
Colorado
$15.9K +$15.3K +357 New
38 39
40
41 42