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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1001
Baldwin Wealth Partners
Massachusetts
$26K -$113K -2,260 -81%
HWA
1002
HHM Wealth Advisors
Tennessee
$26K – – –
IFAM
1003
Institutional & Family Asset Management
Colorado
$26K +$13.7K +274 +116%
HIA
1004
Harbor Investment Advisory
Maryland
$25K -$2.75K -55 -10%
LC
1005
Lindbrook Capital
California
$25K – – –
RFA
1006
Reilly Financial Advisors
California
$24K -$60K -1,200 -72%
SIM
1007
Sonora Investment Management
Arizona
$24K +$1.9K +38 +9%
RCG
1008
Rock Creek Group
District of Columbia
$23K -$5.45K -109 -20%
SWA
1009
SOA Wealth Advisors
New York
$23K -$200 -4 -0.9%
AIC
1010
Archer Investment Corporation
Indiana
$22.3K – – –
PP
1011
PrairieView Partners
Minnesota
$21K -$951 -19 -5%
Jones Financial Companies
1012
Jones Financial Companies
Missouri
$20K -$39.3K -785 -67%
CCC
1013
Crescent Capital Consulting
Louisiana
$20K – – –
KLWA
1014
Kelly Lawrence W & Associates
California
$20K – – –
GAM
1015
Gemmer Asset Management
California
$20K +$2.15K +43 +12%
MCM
1016
MV Capital Management
Maryland
$20K +$7.8K +156 +68%
TFO
1017
Tarbox Family Office
California
$19K – – –
ADL
1018
Asset Dedication LLC
California
$18K – – –
EFSCE
1019
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
SWM
1020
Sugarloaf Wealth Management
Georgia
$18K – – –
MFA
1021
McClarren Financial Advisors
Pennsylvania
$18K +$100 +2 +0.5%
CMA
1022
Cedar Mountain Advisors
Oregon
$17K – – –
PGAM
1023
Princeton Global Asset Management
New Jersey
$17K +$9.31K +186 +123%
BBHC
1024
Brown Brothers Harriman & Co
New York
$16K -$8.11K -162 -34%
EWM
1025
Endurance Wealth Management
Rhode Island
$16K – – –