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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
1001
Marino Stram & Associates
Massachusetts
$10K +$49 +1 +0.5%
ED
1002
Exane Derivatives
France
$9.98K – – –
TCM
1003
Tradewinds Capital Management
Washington
$9K -$15.5K -320 -63%
SIS
1004
Sound Income Strategies
Florida
$9K – – –
SNT
1005
Security National Trust
West Virginia
$7K – – –
TWA
1006
TCI Wealth Advisors
Arizona
$7K +$1.26K +26 +22%
KL
1007
KWMG LLC
Kansas
$6K -$631 -13 -10%
CIA
1008
CSat Investment Advisory
Michigan
$6K +$1.8K +37 +46%
NSG
1009
Nalls Sherbakoff Group
Tennessee
$6K +$5.73K +118 New
BL
1010
Balentine LLC
Georgia
$6K +$5.78K +119 New
PMFA
1011
Plante Moran Financial Advisors
Michigan
$6K +$6.51K +134 New
ACA
1012
Atlas Capital Advisors
Wyoming
$5.18K – – –
MWM
1013
Mascoma Wealth Management
New Hampshire
$5K – – –
AIS
1014
Accurate Investment Solutions
Pennsylvania
$5K +$49 +1 +1%
FGC
1015
Financial Gravity Companies
Texas
$5K +$4.37K +90 New
RWM
1016
Raffa Wealth Management
District of Columbia
$4.09K – – –
CBT
1017
Central Bank & Trust
Kentucky
$4K – – –
DSC
1018
Duncker Streett & Co
Missouri
$4K – – –
IP
1019
Intellectus Partners
California
$4K – – –
PO
1020
Private Ocean
California
$4K – – –
EIM
1021
Essex Investment Management
Massachusetts
$4K +$4.08K +84 New
CAL
1022
Capital Analysts LLC
Pennsylvania
$3K -$5.88K -121 -67%
BWL
1023
Bogart Wealth LLC
Virginia
$3K – – –
CCM
1024
Cribstone Capital Management
Maine
$3K – – –
LYV
1025
Live Your Vision
Pennsylvania
$3K – – –