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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1001
EverSource Wealth Advisors
Alabama
$535K +$48.3K +474 +11%
SWM
1002
Shepherd Wealth Management
Ohio
$535K – – –
Two Sigma Advisers
1003
Two Sigma Advisers
New York
$534K +$500K +4,900 New
BHWM
1004
Bar Harbor Wealth Management
New Hampshire
$533K -$4.38K -43 -0.9%
CNBOF
1005
City National Bank of Florida
Florida
$529K -$58.6K -575 -11%
AW
1006
Alteri Wealth
California
$529K +$19.4K +190 +4%
IIM
1007
Ironwood Investment Management
Massachusetts
$528K – – –
DWT
1008
Dorsey & Whitney Trust
South Dakota
$523K -$22K -216 -4%
NB
1009
Northwest Bancshares
Pennsylvania
$521K – – –
WBG
1010
Wharton Business Group
Pennsylvania
$521K – – –
JWA
1011
JFS Wealth Advisors
Pennsylvania
$517K +$510 +5 +0.1%
AC
1012
Addison Capital
Pennsylvania
$517K -$148K -1,449 -23%
WSC
1013
Wellington Shields & Co
New York
$516K – – –
CCG
1014
Catalina Capital Group
California
$516K +$1.63K +16 +0.3%
BG
1015
Bahl & Gaynor
Ohio
$515K – – –
Koshinski Asset Management
1016
Koshinski Asset Management
Illinois
$514K +$247K +2,423 +106%
PI
1017
PFG Investments
New York
$513K +$1.53K +15 +0.3%
ICP
1018
Interchange Capital Partners
Pennsylvania
$512K +$80.5K +789 +20%
HCM
1019
Howard Capital Management
Georgia
$511K +$15.3K +150 +3%
NLP
1020
Next Level Private
New York
$509K +$5.51K +54 +1%
JCM
1021
Janney Capital Management
Pennsylvania
$509K – – –
AAS
1022
AdviceOne Advisory Services
Connecticut
$506K – – –
BIG
1023
Brookwood Investment Group
Arizona
$504K +$472K +4,629 New
JCIA
1024
Jackson Creek Investment Advisors
Colorado
$502K -$2.96K -29 -0.6%
MCA
1025
Martin Capital Advisors
Texas
$502K – – –