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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1026
Shelton Capital Management
Colorado
$13.7K -$1.2M -23,252 -97%
LA
1027
Legacy Advisors
Pennsylvania
$13K +$12.9K +250 New
PWM
1028
PRW Wealth Management
Massachusetts
$12K – – –
SFSIG
1029
San Francisco Sentry Investment Group
California
$12K – – –
IBOK
1030
Independence Bank of Kentucky
Kentucky
$11K – – –
TFS
1031
TrustCore Financial Services
Tennessee
$11K – – –
HS
1032
Horan Securities
United States
$11K +$52 +1 +0.5%
BWM
1033
Baystate Wealth Management
Massachusetts
$10K – – –
SIS
1034
Sound Income Strategies
Florida
$10K – – –
MSA
1035
Marino Stram & Associates
Massachusetts
$10K +$52 +1 +0.5%
MCM
1036
MV Capital Management
Maryland
$10K +$10.3K +200 New
WCG
1037
Weaver Consulting Group
California
$10K +$11.6K +225 New
MIFH
1038
Migdal Insurance & Financial Holdings
Israel
$9K -$928 -18 -9%
TCM
1039
Tradewinds Capital Management
Washington
$9K – – –
HGWM
1040
Harvest Group Wealth Management
Massachusetts
$9K +$9.33K +181 New
1NWS
1041
1 North Wealth Services
Maryland
$7K +$6.8K +132 New
TWA
1042
TCI Wealth Advisors
Arizona
$6K -$825 -16 -11%
BL
1043
Balentine LLC
Georgia
$6K – – –
KL
1044
KWMG LLC
Kansas
$6K – – –
CIA
1045
CSat Investment Advisory
Michigan
$6K +$309 +6 +5%
ACA
1046
Atlas Capital Advisors
Wyoming
$5.55K +$9.59K +186 +169%
IP
1047
Intellectus Partners
California
$5K – – –
MWM
1048
Mascoma Wealth Management
New Hampshire
$5K – – –
AIS
1049
Accurate Investment Solutions
Pennsylvania
$5K +$52 +1 +1%
BWA
1050
Burt Wealth Advisors
Maryland
$5K +$4.79K +93 New
40 41
42
43 44