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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1076
BOK Financial Private Wealth
Colorado
$76.5K – – –
LWANC
1077
Laurel Wealth Advisors (North Carolina)
North Carolina
$73.2K – – –
PCFFS
1078
Pacific Center for Financial Services
California
$73.1K – – –
LI
1079
LRI Investments
Florida
$73K +$62.2K +1,075 +747%
CA
1080
Continuum Advisory
Idaho
$72.8K +$34.3K +593 +95%
LWCFA
1081
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71.5K -$6.77K -117 -10%
CCM
1082
Chilton Capital Management
Texas
$69.4K – – –
AssetMark Inc
1083
AssetMark Inc
California
$68K +$26K +449 +65%
VCM
1084
Versant Capital Management
Arizona
$66.8K +$44K +760 +214%
EWA
1085
EverSource Wealth Advisors
Alabama
$66.7K +$1.1K +19 +2%
GCM
1086
Gables Capital Management
Florida
$65.9K – – –
DPW
1087
DiNuzzo Private Wealth
Pennsylvania
$65.5K +$579 +10 +0.9%
PHK
1088
Point72 Hong Kong
Hong Kong
$64K -$5.59M -96,560 -99%
AWM
1089
AllSquare Wealth Management
New York
$63.2K -$8.28K -143 -12%
GWP
1090
Gen-Wealth Partners
Michigan
$62.5K -$5.84K -101 -9%
LFA
1091
Legend Financial Advisors
Pennsylvania
$62K – – –
EC
1092
EntryPoint Capital
New York
$62K +$49.5K +855 +472%
FCT
1093
First Community Trust
Iowa
$59.9K – – –
TSMHT
1094
Thurston Springer Miller Herd & Titak
Indiana
$59.9K +$57.9K +1,000 New
VWM
1095
Venturi Wealth Management
Texas
$56.5K +$25.6K +442 +88%
HI
1096
Harbour Investments
Wisconsin
$55.4K -$47.4K -819 -47%
AA
1097
Addison Advisors
Vermont
$52.6K – – –
CYG
1098
Clean Yield Group
Vermont
$49.9K – – –
BTI
1099
Blue Trust Inc
Georgia
$49.3K +$23K +398 +87%
LSA
1100
Leonteq Securities AG
Switzerland
$49K -$9.89K -171 -17%