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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1026
Global Financial Private Client
Florida
$57K -$52.2K -907 -48%
AWM
1027
AllSquare Wealth Management
New York
$56K -$8.57K -149 -13%
PMFA
1028
Plante Moran Financial Advisors
Michigan
$56K – – –
TI
1029
Truehand Inc
New Hampshire
$55K – – –
SWA
1030
SOA Wealth Advisors
New York
$54K +$173 +3 +0.3%
CAL
1031
Capital Advisors Ltd
Ohio
$52K -$7.25K -126 -12%
CWM
1032
Cranbrook Wealth Management
Michigan
$52K – – –
AssetMark Inc
1033
AssetMark Inc
California
$50K – – –
MAM
1034
Mystic Asset Management
Rhode Island
$50K +$50.1K +871 New
LAS
1035
Lloyd Advisory Services
Georgia
$49K – – –
C
1036
Covestor
United Kingdom
$49K +$48.9K +850 New
CNBTD
1037
Citizens National Bank Trust Department
Mississippi
$48K +$47.6K +827 New
EWM
1038
Evermay Wealth Management
Virginia
$47K -$1.44K -25 -3%
ATC
1039
Adirondack Trust Company
New York
$47K -$288 -5 -0.6%
BFC
1040
Bedel Financial Consulting
Indiana
$47K – – –
MA
1041
Montag & Associates
Georgia
$46K -$65.1K -1,132 -59%
SCM
1042
Silvant Capital Management
Georgia
$45K – – –
WWM
1043
Wolff Wiese Magana
California
$44K -$4.31K -75 -9%
SPA
1044
Shore Point Advisors
New Jersey
$44K +$43.4K +754 New
CT
1045
Caldwell Trust
Florida
$43K – – –
FF
1046
FourThought Financial
Florida
$42K -$2.82K -49 -6%
BG
1047
Bollard Group
Massachusetts
$42K +$115 +2 +0.3%
WPA
1048
West Paces Advisors
Georgia
$41.1K – – –
DA
1049
Denali Advisors
California
$41K -$5.75K -100 -13%
DWP
1050
Destiny Wealth Partners
Florida
$41K – – –