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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$79K +$5.46K +95 +8%
GCM
1002
Gables Capital Management
Florida
$76K – – –
HWA
1003
HHM Wealth Advisors
Tennessee
$76K +$46K +800 +160%
BHWM
1004
Beaird Harris Wealth Management
Texas
$76K +$74.8K +1,300 New
LC
1005
Lindbrook Capital
California
$74K +$41.9K +729 +135%
WT
1006
Washington Trust
Rhode Island
$73K -$195K -3,387 -73%
SBL
1007
Sargent Bickham Lagudis
Colorado
$73K – – –
CA
1008
CoreCap Advisors
Michigan
$72K +$71.1K +1,236 New
PCFFS
1009
Pacific Center for Financial Services
California
$71K – – –
CFO
1010
CVA Family Office
Colorado
$70K +$69K +1,200 New
CBT
1011
CoreFirst Bank & Trust
Kansas
$68K – – –
COCM
1012
Charter Oak Capital Management
New Hampshire
$67K – – –
CA
1013
Clearstead Advisors
Ohio
$66K -$9.95K -173 -13%
FCFS
1014
First Command Financial Services
Texas
$66K +$51.8K +900 +375%
LWCFA
1015
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K – – –
SOW
1016
State of Wyoming
Wyoming
$63K -$58 -1 -0.1%
BWM
1017
Baystate Wealth Management
Massachusetts
$62K +$288 +5 +0.5%
AP
1018
Atwood & Palmer
Missouri
$61K – – –
PK
1019
Pflug Koory
Nebraska
$61K – – –
SCA
1020
Stonebridge Capital Advisors
Minnesota
$59K +$58 +1 +0.1%
SAM
1021
Strategic Asset Management
Minnesota
$59K +$345 +6 +0.6%
FCT
1022
First Community Trust
Iowa
$58.1K +$57.5K +1,000 New
JFGIW
1023
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K -$31.2K -543 -35%
BCM
1024
Bourgeon Capital Management
Connecticut
$58K – – –
PSB
1025
Piscataqua Savings Bank
New Hampshire
$57K – – –