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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
1051
Guardian Wealth Advisors (North Carolina)
North Carolina
$715K +$1.64K +12 +0.2%
SWA
1052
Sax Wealth Advisors
New Jersey
$714K +$37.9K +277 +5%
NLP
1053
Next Level Private
New York
$704K +$3.01K +22 +0.5%
IIM
1054
Ironwood Investment Management
Massachusetts
$701K – – –
AIM
1055
Alhambra Investment Management
Florida
$696K -$13.7K -100 -2%
RCAG
1056
Rehmann Capital Advisory Group
Michigan
$694K -$3.96K -29 -0.6%
IIM
1057
Invariant Investment Management
Pennsylvania
$692K +$2.46K +18 +0.4%
QC
1058
Quent Capital
New York
$692K +$11.8K +86 +2%
LRIA
1059
Leonard Rickey Investment Advisors
Washington
$691K -$39.9K -292 -6%
NB
1060
Northwest Bancshares
Pennsylvania
$691K – – –
WBG
1061
Wharton Business Group
Pennsylvania
$691K – – –
KF
1062
Krilogy Financial
Missouri
$690K +$208K +1,519 +47%
CG
1063
Cynosure Group
Utah
$686K +$649K +4,746 New
WSC
1064
Wellington Shields & Co
New York
$685K – – –
JWA
1065
JFS Wealth Advisors
Pennsylvania
$682K -$12K -88 -2%
BHWM
1066
Bar Harbor Wealth Management
New Hampshire
$677K -$28.3K -207 -4%
BHA
1067
Beech Hill Advisors
New York
$677K +$640K +4,679 New
AC
1068
Avestar Capital
New York
$675K -$61.5K -450 -9%
SB
1069
Strategic Blueprint
Georgia
$672K +$134K +981 +27%
AAS
1070
AdviceOne Advisory Services
Connecticut
$666K – – –
HH
1071
Hilltop Holdings
Texas
$663K -$3.01K -22 -0.5%
BIP
1072
Brandes Investment Partners
California
$663K -$50.6M -370,418 -99%
PCS
1073
Personal CFO Solutions
New Jersey
$663K -$11.2K -82 -2%
MFC
1074
Mechanics Financial Corp
Ohio
$661K +$27.6K +202 +5%
Massachusetts Financial Services
1075
Massachusetts Financial Services
Massachusetts
$660K -$191K -1,399 -23%