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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Advantage Investment Management
Iowa
$16K – – –
CCMW
1027
Cypress Capital Management (Wyoming)
Wyoming
$16K – – –
IBOK
1028
Independence Bank of Kentucky
Kentucky
$16K – – –
MSFP
1029
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
SHJ
1030
Sharkey, Howes & Javer
Colorado
$16K – – –
ADL
1031
Asset Dedication LLC
California
$15K – – –
TFS
1032
TrustCore Financial Services
Tennessee
$15K +$6.46K +117 +69%
ACA
1033
Atlas Capital Advisors
Wyoming
$13.1K -$7.17K -130 -35%
LA
1034
Legacy Advisors
Pennsylvania
$13K – – –
PFGIA
1035
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$7.34K +133 +119%
HS
1036
Horan Securities
United States
$12K +$55 +1 +0.5%
TWA
1037
TCI Wealth Advisors
Arizona
$12K +$6.68K +121 +116%
RCWMU
1038
Rothschild & Co Wealth Management (UK)
United Kingdom
$12K +$12.5K +226 New
ED
1039
Exane Derivatives
France
$11.5K -$244K -4,422 -95%
BWM
1040
Baystate Wealth Management
Massachusetts
$11K -$26.2K -474 -70%
CAC
1041
Certified Advisory Corp
Florida
$11K – – –
IP
1042
Intellectus Partners
California
$11K – – –
MSA
1043
Marino Stram & Associates
Massachusetts
$11K +$55 +1 +0.5%
SIS
1044
Sound Income Strategies
Florida
$11K +$276 +5 +3%
MTCM
1045
Mint Tower Capital Management
Netherlands
$11K +$11K +200 New
TCM
1046
Tradewinds Capital Management
Washington
$10K – – –
AWM
1047
Avior Wealth Management
Nebraska
$9K -$1.32K -24 -12%
NL
1048
NVWM LLC
Pennsylvania
$9K +$9.38K +170 New
MFW
1049
Mosaic Family Wealth
Missouri
$8K – – –
JAM
1050
Jolley Asset Management
North Carolina
$7K -$3.48K -63 -34%
40 41
42
43 44