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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
1026
Vectors Research Management
New York
$10K +$9.54K +200 New
CAL
1027
Capital Advisors Ltd
Ohio
$9K -$8.4K -176 -50%
HGWM
1028
Harvest Group Wealth Management
Massachusetts
$9K – – –
TCM
1029
Tradewinds Capital Management
Washington
$9K – – –
IBOK
1030
Independence Bank of Kentucky
Kentucky
$8K – – –
SFSIG
1031
San Francisco Sentry Investment Group
California
$8K – – –
TC
1032
Trust Company
Kansas
$8K – – –
IRAG
1033
Investment Research & Advisory Group
Georgia
$8K +$7.64K +160 New
MAWCM
1034
Mine & Arao Wealth Creation & Management
California
$8K +$7.64K +160 New
1NWS
1035
1 North Wealth Services
Maryland
$7K – – –
CBT
1036
Central Bank & Trust
Kentucky
$7K – – –
TWA
1037
TCI Wealth Advisors
Arizona
$7K +$48 +1 +0.7%
EI
1038
Ellevest Inc
New York
$7K +$3.87K +81 +123%
TSW
1039
Thompson Siegel & Walmsley
Virginia
$7K +$6.2K +130 New
WB
1040
West Bancorporation
Iowa
$6K +$5.44K +114 New
AIS
1041
Accurate Investment Solutions
Pennsylvania
$6K +$5.63K +118 New
CWP
1042
CFM Wealth Partners
Texas
$6K +$6.49K +136 New
LF
1043
Lee Financial
Texas
$5K – – –
CFFP
1044
Center for Financial Planning
Michigan
$5K +$4.77K +100 New
RWM
1045
Raffa Wealth Management
District of Columbia
$4.38K – – –
CTB
1046
Country Trust Bank
Illinois
$4K – – –
EIP
1047
Ellis Investment Partners
Pennsylvania
$4K – – –
EIM
1048
Essex Investment Management
Massachusetts
$4K – – –
WCM
1049
Wealthcare Capital Management
Virginia
$4K +$3.77K +79 New
DSC
1050
Duncker Streett & Co
Missouri
$4K +$3.87K +81 New
40 41
42
43 44