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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1001
Cedar Mountain Advisors
Oregon
$16K – – –
MLFP
1002
MPS Loria Financial Planners
Illinois
$16K – – –
SNT
1003
Security National Trust
West Virginia
$16K – – –
ADL
1004
Asset Dedication LLC
California
$15K -$4.36K -99 -23%
EWM
1005
Endurance Wealth Management
Rhode Island
$15K – – –
LFG
1006
Larson Financial Group
Missouri
$15K +$88 +2 +0.6%
HFS
1007
HBC Financial Services
Washington
$14.6K +$88 +2 +0.7%
CCA
1008
Column Capital Advisors
Indiana
$14K – – –
EARNEST Partners
1009
EARNEST Partners
Georgia
$14K – – –
VCM
1010
Versant Capital Management
Arizona
$14K – – –
PA
1011
Perennial Advisors
New York
$13K +$12.2K +278 New
BFG
1012
Baron Financial Group
New Jersey
$12.2K – – –
PH
1013
Pinnacle Holdings
Oklahoma
$11.9K +$11K +251 New
ACA
1014
Atlas Capital Advisors
Wyoming
$11.8K +$11K +250 New
BWL
1015
Bogart Wealth LLC
Virginia
$11K – – –
IFAM
1016
Institutional & Family Asset Management
Colorado
$11K – – –
MCM
1017
MV Capital Management
Maryland
$11K +$1.23K +28 +14%
Loomis, Sayles & Company
1018
Loomis, Sayles & Company
Massachusetts
$11K +$9.85K +224 New
SIC
1019
Salem Investment Counselors
North Carolina
$10K – – –
SIS
1020
Sound Income Strategies
Florida
$9.46K – – –
TAM
1021
Tucker Asset Management
Colorado
$9.46K – – –
HFA
1022
HC Financial Advisors
California
$9K -$52.8K -1,200 -86%
LF
1023
Lee Financial
Texas
$9K – – –
PB
1024
Pinnacle Bancorp
Nebraska
$9K – – –
TCM
1025
Tradewinds Capital Management
Washington
$9K – – –