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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1026
Regency Capital Management
Hawaii
$5K +$4.9K +110 New
CI Investments Inc
1027
CI Investments Inc
Ontario, Canada
$4K -$134 -3 -3%
EIM
1028
Essex Investment Management
Massachusetts
$4K – – –
KFI
1029
Key Financial Inc
Pennsylvania
$4K – – –
Jones Financial Companies
1030
Jones Financial Companies
Missouri
$3K -$56.9K -1,278 -95%
CWC
1031
Carolinas Wealth Consulting
North Carolina
$3K -$356 -8 -10%
BCPWM
1032
Bradley & Co Private Wealth Management
Florida
$3K +$3.16K +71 New
TAM
1033
Tucker Asset Management
Colorado
$2.92K – – –
HWMA
1034
Heritage Wealth Management (Arizona)
Arizona
$2.75K – – –
DI
1035
Disciplined Investments
Oklahoma
$2K -$3.16K -71 -62%
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
BC
1037
Burleson & Co
California
$2K +$1.74K +39 New
SFG
1038
Steward Financial Group
Texas
$2K +$2.4K +54 New
LSA
1039
Lansing Street Advisors
Pennsylvania
$1K -$138K -3,109 -99%
CAC
1040
Certified Advisory Corp
Florida
$1K -$11.6K -261 -88%
MFT
1041
Moisand Fitzgerald Tamayo
Florida
$1K -$935 -21 -50%
BWM
1042
BerganKDV Wealth Management
Minnesota
$1K – – –
CHA
1043
Carmichael Hill & Associates
Maryland
$1K – – –
CA
1044
Centerpoint Advisors
Massachusetts
$1K – – –
GWMIA
1045
Global Wealth Management Investment Advisory
Florida
$1K – – –
MA
1046
Montag & Associates
Georgia
$1K – – –
S
1047
Surevest
California
$1K – – –
TWP
1048
TFO Wealth Partners
Ohio
$1K +$668 +15 New
KFS
1049
Kelly Financial Services
Massachusetts
$605 – – –
WIM
1050
Westside Investment Management
California
$9 – – –