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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1026
Legacy Advisors
Pennsylvania
$13K +$5.56K +100 +67%
CS
1027
Credential Securities
$12.9K -$1.04M -18,608 -99%
FAM
1028
Fred Alger Management
New York
$12K +$12.8K +230 New
JA
1029
JOYN Advisors
Georgia
$12K +$13.1K +235 New
SCM
1030
Silvant Capital Management
Georgia
$12K +$13.2K +238 New
IP
1031
Intellectus Partners
California
$11K – – –
HS
1032
Horan Securities
United States
$11K +$56 +1 +0.5%
AIS
1033
AlphaOne Investment Services
Pennsylvania
$11K +$1.95K +35 +19%
HR
1034
Howe & Rusling
New York
$10K -$28.9K -520 -72%
AWM
1035
Avior Wealth Management
Nebraska
$10K – – –
CAC
1036
Certified Advisory Corp
Florida
$10K – – –
SIS
1037
Sound Income Strategies
Florida
$10K – – –
TCM
1038
Tradewinds Capital Management
Washington
$10K – – –
MSA
1039
Marino Stram & Associates
Massachusetts
$10K +$56 +1 +0.5%
JAM
1040
Jolley Asset Management
North Carolina
$10K +$3.5K +63 +50%
IWM
1041
IHT Wealth Management
Illinois
$9K – – –
TFS
1042
TrustCore Financial Services
Tennessee
$9K – – –
CBT
1043
Central Bank & Trust
Kentucky
$8K – – –
HFP
1044
Holistic Financial Partners
Indiana
$8K – – –
MFW
1045
Mosaic Family Wealth
Missouri
$8K – – –
CIA
1046
Cascade Investment Advisors
Oregon
$7.73K – – –
SP
1047
SWS Partners
Ohio
$7K +$56 +1 +0.7%
DWM
1048
Destination Wealth Management
California
$7K +$7.06K +127 New
PFGIA
1049
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6.23K +112 New
MWM
1050
Mascoma Wealth Management
New Hampshire
$5K -$4.17K -75 -43%
40 41
42
43 44