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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1001
First Command Bank
Texas
$18K – – –
FCFS
1002
First Command Financial Services
Texas
$18K – – –
SNT
1003
Security National Trust
West Virginia
$18K – – –
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$18K +$16.7K +350 New
SWM
1005
Sugarloaf Wealth Management
Georgia
$18K +$17K +356 New
ADL
1006
Asset Dedication LLC
California
$16K +$8.78K +184 +169%
MSFP
1007
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
PFGIA
1008
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
HFS
1009
HBC Financial Services
Washington
$15K +$13.9K +292 New
RAM
1010
Riggs Asset Management
Pennsylvania
$14K – – –
TA
1011
TFG Advisers
Michigan
$14K +$13.6K +286 New
CMA
1012
Cedar Mountain Advisors
Oregon
$13K +$12.7K +267 New
ED
1013
Exane Derivatives
France
$12.4K -$129K -2,711 -92%
VCM
1014
Versant Capital Management
Arizona
$12K -$2.19K -46 -15%
IFAM
1015
Institutional & Family Asset Management
Colorado
$12K – – –
SFS
1016
Sowell Financial Services
Arkansas
$12K +$430 +9 +4%
BL
1017
Balentine LLC
Georgia
$12K +$859 +18 +8%
BWL
1018
Bogart Wealth LLC
Virginia
$12K +$7.64K +160 +225%
KWM
1019
Keebeck Wealth Management
Illinois
$11K +$10.9K +228 New
KTC
1020
Kistler-Tiffany Companies
Pennsylvania
$10K -$247K -5,173 -96%
MIFH
1021
Migdal Insurance & Financial Holdings
Israel
$10K -$859 -18 -8%
AWM
1022
Avior Wealth Management
Nebraska
$10K – – –
MCM
1023
MV Capital Management
Maryland
$10K – – –
SIS
1024
Sound Income Strategies
Florida
$10K – – –
WCG
1025
Weaver Consulting Group
California
$10K – – –
39 40
41
42 43