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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
RPG
1026
Risk Paradigm Group
Texas
$12.2K +$12K +226 New
HS
1027
Horan Securities
United States
$12K +$53 +1 +0.5%
IP
1028
Intellectus Partners
California
$11K – – –
AWM
1029
Avior Wealth Management
Nebraska
$11K +$1.28K +24 +14%
MSA
1030
Marino Stram & Associates
Massachusetts
$11K +$10.7K +200 New
SIS
1031
Sound Income Strategies
Florida
$11K +$10.7K +200 New
CAC
1032
Certified Advisory Corp
Florida
$11K +$11K +206 New
SPI
1033
Santori & Peters Inc
Pennsylvania
$11K +$11.7K +220 New
AAP
1034
Arax Advisory Partners
Colorado
$10K – – –
IWM
1035
IHT Wealth Management
Illinois
$10K – – –
MWM
1036
Mascoma Wealth Management
New Hampshire
$10K – – –
TCM
1037
Tradewinds Capital Management
Washington
$10K – – –
AIS
1038
AlphaOne Investment Services
Pennsylvania
$10K +$53 +1 +0.5%
BTIS
1039
BB&T Investment Services
North Carolina
$10K +$8.26K +155 +1,033%
CBT
1040
Central Bank & Trust
Kentucky
$9K – – –
BWA
1041
Burt Wealth Advisors
Maryland
$9K +$2.24K +42 +35%
HFP
1042
Holistic Financial Partners
Indiana
$9K +$8.63K +162 New
TFS
1043
TrustCore Financial Services
Tennessee
$9K +$9K +169 New
CIA
1044
Cascade Investment Advisors
Oregon
$8.08K – – –
LA
1045
Legacy Advisors
Pennsylvania
$8K -$6.18K -116 -44%
MFW
1046
Mosaic Family Wealth
Missouri
$8K -$2.18K -41 -21%
RPC
1047
Rossmore Private Capital
Connecticut
$7.06K +$6.98K +131 New
JAM
1048
Jolley Asset Management
North Carolina
$7K -$1.6K -30 -19%
SP
1049
SWS Partners
Ohio
$7K +$7.19K +135 New
TWA
1050
TCI Wealth Advisors
Arizona
$6K – – –