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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1101
ICA Group Wealth Management
Colorado
$5K -$68K -1,403 -93%
LSA
1102
Lansing Street Advisors
Pennsylvania
$4.93K +$48 +1 +0.9%
SSC
1103
Syverson Strege & Co
Iowa
$4.73K +$5.04K +104 New
KFI
1104
Key Financial Inc
Pennsylvania
$4.54K – – –
MA
1105
MCF Advisors
Kentucky
$4.36K -$92.8K -1,913 -95%
CWC
1106
Carolinas Wealth Consulting
North Carolina
$4.18K – – –
AWM
1107
Abound Wealth Management
Tennessee
$3.92K – – –
SIC
1108
SJS Investment Consulting
Ohio
$3.76K +$145 +3 +4%
JGIA
1109
Jackson Grant Investment Advisers
Connecticut
$3.54K +$3.78K +78 New
BCPWM
1110
Bradley & Co Private Wealth Management
Florida
$3.23K – – –
DI
1111
Disciplined Investments
Oklahoma
$3K +$436 +9 +16%
AP
1112
Arlington Partners
Alabama
$2.86K +$3.06K +63 New
FFL
1113
Financial Freedom LLC
Ohio
$2.82K – – –
HS
1114
Horan Securities
United States
$2.79K – – –
RA
1115
Rise Advisors
New York
$2.75K +$2.91K +60 New
2L
1116
25 LLC
Missouri
$2.7K +$3.15K +65 New
MFT
1117
Moisand Fitzgerald Tamayo
Florida
$2.18K – – –
WWM
1118
Wolff Wiese Magana
California
$1.82K -$485 -10 -20%
CCMI
1119
Creative Capital Management Investments
California
$1.64K – – –
PPC
1120
Park Place Capital
Alabama
$1.54K – – –
MA
1121
Montag & Associates
Georgia
$1.36K – – –
CA
1122
Centerpoint Advisors
Massachusetts
$1K – – –
TFM
1123
TFC Financial Management
Massachusetts
$864 +$921 +19 New
IG
1124
ING Group
Netherlands
$863 -$6.04M -124,571 -100%
TCA
1125
Trifecta Capital Advisors
Illinois
$682 – – –
43 44
45
46 47