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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1101
SJS Investment Consulting
Ohio
$3.63K +$901 +21 +36%
BCPWM
1102
Bradley & Co Private Wealth Management
Florida
$3.23K – – –
TAM
1103
Tucker Asset Management
Colorado
$3.2K – – –
ANBT
1104
American National Bank & Trust
Texas
$3K -$1.8K -42 -40%
MPCL
1105
My Personal CFO LLC
Washington
$2.87K +$2.7K +63 New
FFL
1106
Financial Freedom LLC
Ohio
$2.82K +$2.66K +62 New
HS
1107
Horan Securities
United States
$2.78K +$2.62K +61 New
DI
1108
Disciplined Investments
Oklahoma
$2.6K +$600 +14 +33%
WWM
1109
Wolff Wiese Magana
California
$2.28K -$30.1K -702 -93%
MFT
1110
Moisand Fitzgerald Tamayo
Florida
$2.19K +$2.06K +48 New
JFGIW
1111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
PPC
1112
Park Place Capital
Alabama
$2K +$1.46K +34 New
CCMI
1113
Creative Capital Management Investments
California
$2K +$1.54K +36 New
BWM
1114
BerganKDV Wealth Management
Minnesota
$1.77K +$729 +17 +77%
MA
1115
Montag & Associates
Georgia
$1.37K – – –
CA
1116
Centerpoint Advisors
Massachusetts
$1K – – –
TCA
1117
Trifecta Capital Advisors
Illinois
$683 +$643 +15 New
KFS
1118
Kelly Financial Services
Massachusetts
$660 – – –
CHA
1119
Carmichael Hill & Associates
Maryland
$563 – – –
OLVIG
1120
Oliver Lagore Vanvalin Investment Group
Michigan
$455 – – –
PFA
1121
Pathway Financial Advisers
Indiana
$23 +$43 +1 New
WIM
1122
Westside Investment Management
California
$10 – – –
SFM
1123
Soros Fund Management
New York
– -$15.5M -401,227 Closed
Wealth Enhancement Advisory Services
1124
Wealth Enhancement Advisory Services
Minnesota
– -$14.8M -375,980 Closed
NEAM
1125
New England Asset Management
Connecticut
– -$11.7M -304,056 Closed