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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1001
Baystate Wealth Management
Massachusetts
$53K +$284 +5 +0.5%
AP
1002
Atwood & Palmer
Missouri
$52K – – –
PK
1003
Pflug Koory
Nebraska
$52K – – –
LC
1004
Lindbrook Capital
California
$51K -$13.9K -245 -19%
SAM
1005
Strategic Asset Management
Minnesota
$51K +$341 +6 +0.6%
BCM
1006
Bourgeon Capital Management
Connecticut
$50K – – –
FCT
1007
First Community Trust
Iowa
$50K – – –
SCA
1008
Stonebridge Capital Advisors
Minnesota
$50K – – –
PSB
1009
Piscataqua Savings Bank
New Hampshire
$49K – – –
GFPC
1010
Global Financial Private Client
Florida
$48.5K – – –
SOW
1011
State of Wyoming
Wyoming
$48K -$6.99K -123 -11%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$48K – – –
SWA
1013
SOA Wealth Advisors
New York
$46K +$114 +2 +0.2%
C
1014
Covestor
United Kingdom
$46K +$4.66K +82 +10%
FCFS
1015
First Command Financial Services
Texas
$45K -$13.6K -240 -21%
CWM
1016
Cranbrook Wealth Management
Michigan
$45K – – –
FCB
1017
First Command Bank
Texas
$45K +$37.5K +660 +275%
CAL
1018
Capital Advisors Ltd
Ohio
$44K -$796 -14 -2%
AssetMark Inc
1019
AssetMark Inc
California
$44K +$1.25K +22 +3%
LAS
1020
Lloyd Advisory Services
Georgia
$44K +$2.79K +49 +6%
BFC
1021
Bedel Financial Consulting
Indiana
$40K – – –
CAGAS
1022
Capital Advisory Group Advisory Services
Minnesota
$40K +$45.9K +807 New
FCA
1023
FinTrust Capital Advisors
South Carolina
$39K +$5.17K +91 +13%
SCM
1024
Silvant Capital Management
Georgia
$38K – – –
WWM
1025
Wolff Wiese Magana
California
$37K -$114 -2 -0.3%