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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1026
McClarren Financial Advisors
Pennsylvania
$28K +$48 +1 +0.2%
AssetMark Inc
1027
AssetMark Inc
California
$26.7K -$679 -14 -2%
WT
1028
Washington Trust
Rhode Island
$24.9K – – –
FWA
1029
FSC Wealth Advisors
New York
$24.7K – – –
BWA
1030
BDO Wealth Advisors
Florida
$24.2K – – –
BBHC
1031
Brown Brothers Harriman & Co
New York
$22.9K -$86.4K -1,782 -78%
MSFP
1032
Mark Sheptoff Financial Planning
Connecticut
$22.7K – – –
SN
1033
Sittner & Nelson
Oregon
$22.7K – – –
ZB
1034
Zions Bancorporation
Utah
$22.7K -$7.03K -145 -23%
GM
1035
GeoWealth Management
Illinois
$22K -$3.69K -76 -14%
JWM
1036
Janiczek Wealth Management
Colorado
$21.7K – – –
VLKIM
1037
Van Lanschot Kempen Investment Management
Netherlands
$20.2K +$21.5K +444 New
BONH
1038
Bank of New Hampshire
New Hampshire
$20.1K – – –
SWA
1039
SOA Wealth Advisors
New York
$19.4K +$145 +3 +0.7%
BIA
1040
Bell Investment Advisors
California
$19.4K -$873 -18 -4%
LFG
1041
Larson Financial Group
Missouri
$19.2K – – –
HIA
1042
Harbor Investment Advisory
Maryland
$18.6K -$8.24K -170 -29%
KLWA
1043
Kelly Lawrence W & Associates
California
$18.2K – – –
WWP
1044
WR Wealth Planners
Missouri
$18K +$19.3K +397 New
FSWA
1045
Financial Synergies Wealth Advisors
Texas
$17.7K +$18.9K +390 New
ACA
1046
Atlas Capital Advisors
Wyoming
$17.4K – – –
TF
1047
Tompkins Financial
New York
$16.3K -$41.6K -857 -70%
AP
1048
Atwood & Palmer
Missouri
$16.1K – – –
CMA
1049
Cedar Mountain Advisors
Oregon
$16.1K +$1.99K +41 +13%
GI
1050
Gradient Investments
Minnesota
$16K +$97 +2 +0.6%