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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1101
Evermay Wealth Management
Virginia
$129K – – –
GWSG
1102
GPS Wealth Strategies Group
Colorado
$125K +$6.58K +100 +6%
AA
1103
AlphaCentric Advisors
Puerto Rico
$123K -$3.62K -55 -3%
KB
1104
Kimelman & Baird
New York
$122K – – –
RP
1105
Rowlandmiller & Partners
Georgia
$121K – – –
AGWCA
1106
Annis Gardner Whiting Capital Advisors
Florida
$119K -$89.3K -1,358 -45%
HDIM
1107
Hanson & Doremus Investment Management
Vermont
$115K – – –
SRCM
1108
Signature Resources Capital Management
California
$115K – – –
BHWM
1109
Bay Harbor Wealth Management
Maryland
$110K -$3.88K -59 -4%
HWM
1110
Hemington Wealth Management
Virginia
$106K +$92.7K +1,409 New
CA
1111
CoreCap Advisors
Michigan
$101K +$92.7K +1,409 New
PFSC
1112
Peoples Financial Services Corp
Pennsylvania
$100K -$1.84K -28 -2%
BTI
1113
Blue Trust Inc
Georgia
$100K +$53.7K +817 +95%
Loomis, Sayles & Company
1114
Loomis, Sayles & Company
Massachusetts
$100K +$7.56K +115 +9%
CFO
1115
CVA Family Office
Colorado
$98.9K +$3.02K +46 +3%
AA
1116
Ancora Advisors
Ohio
$97K – – –
CBT
1117
CoreFirst Bank & Trust
Kansas
$94.9K +$86.8K +1,320 New
C
1118
Covestor
United Kingdom
$93K +$58.3K +887 +216%
OC
1119
Oakworth Capital
Alabama
$92.8K – – –
CAS
1120
Coppell Advisory Solutions
Texas
$92.2K -$19.7K -300 -19%
BFPW
1121
BOK Financial Private Wealth
Colorado
$91.8K – – –
1IA
1122
1620 Investment Advisors
Massachusetts
$90.1K -$244K -3,716 -75%
LI
1123
LRI Investments
Florida
$89.8K -$4.01K -61 -5%
LWANC
1124
Laurel Wealth Advisors (North Carolina)
North Carolina
$87.9K – – –
PCFFS
1125
Pacific Center for Financial Services
California
$87.7K – – –