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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1051
AssetMark Inc
California
$34.3K +$1.57K +34 +5%
CIA
1052
Cape Investment Advisory
Georgia
$34.1K -$2.44K -53 -7%
JFGIW
1053
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.1K -$44.4K -965 -60%
HFM
1054
Hartford Financial Management
Connecticut
$32.5K +$8.43K +183 +41%
AWM
1055
Able Wealth Management
New Jersey
$32K +$28.3K +615 New
OIA
1056
Optimum Investment Advisors
Illinois
$31.2K -$111K -2,400 -80%
ATC
1057
Adirondack Trust Company
New York
$30.5K -$138 -3 -0.5%
EC
1058
EntryPoint Capital
New York
$29.2K +$25.8K +561 New
FCAS
1059
First Command Advisory Services
Texas
$28.5K -$16.3K -353 -39%
FWA
1060
FSC Wealth Advisors
New York
$28.3K – – –
ZB
1061
Zions Bancorporation
Utah
$28K +$1.24K +27 +5%
AEPWM
1062
Atlantic Edge Private Wealth Management
Florida
$27.7K +$24.5K +533 New
MCM
1063
MidAtlantic Capital Management
Virginia
$27.1K +$24K +521 New
MSFP
1064
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
SGC
1065
Slocum, Gordon & Co
Rhode Island
$26K +$23K +500 New
JWM
1066
Janiczek Wealth Management
Colorado
$24.5K +$184 +4 +0.9%
BONH
1067
Bank of New Hampshire
New Hampshire
$23.1K – – –
CT
1068
Caldwell Trust
Florida
$23K – – –
SWA
1069
SOA Wealth Advisors
New York
$22.9K +$184 +4 +0.9%
LFG
1070
Larson Financial Group
Missouri
$22.5K +$461 +10 +2%
BBHC
1071
Brown Brothers Harriman & Co
New York
$22.4K -$2.12K -46 -10%
SL
1072
Salomon & Ludwin
Virginia
$21.8K – – –
HIA
1073
Harbor Investment Advisory
Maryland
$21.3K – – –
MFA
1074
McClarren Financial Advisors
Pennsylvania
$21K +$184 +4 +1%
KLWA
1075
Kelly Lawrence W & Associates
California
$20.8K – – –