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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
Mezzasalma Advisors
New Jersey
$826K +$5.88K +43 +0.8%
AGWCA
1002
Annis Gardner Whiting Capital Advisors
Florida
$822K +$55.1K +403 +8%
PWMAG
1003
Pinnacle Wealth Management Advisory Group
New Jersey
$817K +$104K +764 +16%
CAG
1004
Csenge Advisory Group
Florida
$817K +$476K +3,483 +161%
FBC
1005
Fairfield, Bush & Co
Connecticut
$814K -$13.7K -100 -2%
SIM
1006
Stratos Investment Management
Ohio
$810K -$5.33K -39 -0.7%
FFS
1007
Founders Financial Securities
Maryland
$809K -$366K -2,676 -32%
TCWA
1008
Turtle Creek Wealth Advisors
Texas
$804K +$24.6K +180 +3%
KP
1009
Keel Point
Alabama
$803K +$292K +2,137 +63%
SWM
1010
Shepherd Wealth Management
Ohio
$802K – – –
BAAM
1011
Baker Avenue Asset Management
California
$797K +$84.2K +616 +13%
AWM
1012
Angeles Wealth Management
California
$796K +$26.3K +192 +4%
PTC
1013
Philadelphia Trust Company
Pennsylvania
$795K – – –
FGA
1014
Fortis Group Advisors
New Jersey
$789K – – –
1WM
1015
1900 Wealth Management
Texas
$783K +$172K +1,260 +30%
FCM
1016
Firestone Capital Management
Florida
$783K – – –
BEAM
1017
Baker Ellis Asset Management
Washington
$781K +$13.7K +100 +2%
AC
1018
Addison Capital
Pennsylvania
$780K +$137 +1 +0%
RCA
1019
Resonant Capital Advisors
Wisconsin
$778K -$94.2K -689 -11%
WA
1020
Westfuller Advisors
New York
$774K -$59.2K -433 -7%
BG
1021
Bahl & Gaynor
Ohio
$773K +$84.8K +620 +13%
SWM
1022
SeaCrest Wealth Management
New York
$773K -$2.6K -19 -0.4%
IWA
1023
IVC Wealth Advisors
Pennsylvania
$772K -$410 -3 -0.1%
FAL
1024
Focused Alpha LLC
Colorado
$769K -$89.1K -652 -11%
SIA
1025
SGL Investment Advisors
Montana
$769K +$386K +2,821 +141%
39 40
41
42 43