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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1051
FinTrust Capital Advisors
South Carolina
$40K – – –
BWA
1052
BDO Wealth Advisors
Florida
$39K – – –
HFM
1053
Harvest Fund Management
China
$39K – – –
SSB
1054
Sandy Spring Bank
Maryland
$38K – – –
CFCI
1055
Comprehensive Financial Consultants Institutional
Indiana
$38K +$40.8K +710 New
MFA
1056
McClarren Financial Advisors
Pennsylvania
$37K +$14.7K +255 +69%
HIA
1057
Harbor Investment Advisory
Maryland
$36K – – –
OC
1058
Oakworth Capital
Alabama
$35K – – –
GI
1059
Gradient Investments
Minnesota
$35K +$230 +4 +0.7%
EIP
1060
Ellis Investment Partners
Pennsylvania
$35K +$17.5K +304 +101%
AP
1061
Arlington Partners
Alabama
$34K – – –
EW
1062
Evoke Wealth
California
$34K – – –
ZB
1063
Zions Bancorporation
Utah
$32K -$345 -6 -1%
FWA
1064
FSC Wealth Advisors
New York
$32K +$31.2K +543 New
ACM
1065
AUA Capital Management
Pennsylvania
$30K – – –
BWP
1066
Baldwin Wealth Partners
Massachusetts
$30K – – –
CH
1067
Canton Hathaway
Rhode Island
$30K – – –
MCM
1068
MV Capital Management
Maryland
$29K +$2.13K +37 +8%
HNWAG
1069
High Net Worth Advisory Group
Florida
$29K +$28.8K +500 New
GM
1070
GeoWealth Management
Illinois
$28K +$1.67K +29 +6%
FPS
1071
Fieldpoint Private Securities
Connecticut
$28K +$15.5K +270 +126%
RFA
1072
Reilly Financial Advisors
California
$27K – – –
EPM
1073
Equitec Proprietary Markets
Illinois
$27K +$27K +469 New
AIC
1074
Archer Investment Corporation
Indiana
$25.3K – – –
EWM
1075
Edge Wealth Management
New York
$25K -$23.7K -413 -49%