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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1001
Plante Moran Financial Advisors
Michigan
$36.4K – – –
SSB
1002
Sandy Spring Bank
Maryland
$36.4K +$34.3K +800 New
GJIA
1003
Glass Jacobson Investment Advisors
Maryland
$36.3K +$34.2K +797 New
BFPW
1004
BOK Financial Private Wealth
Colorado
$35.4K – – –
SCM
1005
Silvant Capital Management
Georgia
$35.2K – – –
MCM
1006
MV Capital Management
Maryland
$34K +$8.88K +207 +38%
SSG
1007
Summit Securities Group
New York
$34K -$33.9K -791 -52%
CT
1008
Caldwell Trust
Florida
$33.7K – – –
BG
1009
Bollard Group
Massachusetts
$33K +$129 +3 +0.4%
CPG
1010
Cornerstone Planning Group
New Jersey
$33K +$28.9K +674 New
WPA
1011
West Paces Advisors
Georgia
$32.2K – – –
ETH
1012
Exos TFP Holdings
New York
$31.6K +$29.8K +695 New
HFM
1013
Harvest Fund Management
China
$31K – – –
HWA
1014
HHM Wealth Advisors
Tennessee
$30.5K – – –
BSWA
1015
Bromfield Sneider Wealth Advisors
Massachusetts
$30.3K – – –
WA
1016
Win Advisors
Florida
$29.4K +$3.09K +72 +13%
ZB
1017
Zions Bancorporation
Utah
$29.3K -$20.1K -468 -42%
MFA
1018
McClarren Financial Advisors
Pennsylvania
$28K +$86 +2 +0.3%
OC
1019
Oakworth Capital
Alabama
$27.8K -$70.8K -1,650 -73%
AssetMark Inc
1020
AssetMark Inc
California
$27.4K -$6.43K -150 -20%
HIA
1021
Harbor Investment Advisory
Maryland
$26.4K – – –
MPWT
1022
MassMutual Private Wealth & Trust
Connecticut
$26K +$2.83K +66 +13%
GM
1023
GeoWealth Management
Illinois
$25K -$3.22K -75 -12%
WT
1024
Washington Trust
Rhode Island
$24.9K – – –
FWA
1025
FSC Wealth Advisors
New York
$24.7K – – –