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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1176
Mark Sheptoff Financial Planning
Connecticut
$35.9K – – –
OW
1177
Olistico Wealth
Oklahoma
$35.9K – – –
SGC
1178
Slocum, Gordon & Co
Rhode Island
$35.9K – – –
TCM
1179
TruNorth Capital Management
Michigan
$35.9K +$32.9K +500 New
FPB
1180
First PREMIER Bank
South Dakota
$34K – – –
SWA
1181
SOA Wealth Advisors
New York
$32.3K +$263 +4 +0.9%
BONH
1182
Bank of New Hampshire
New Hampshire
$31.8K – – –
HIA
1183
Harbor Investment Advisory
Maryland
$29.4K -$658 -10 -2%
MFA
1184
McClarren Financial Advisors
Pennsylvania
$29K +$22.8K +346 +586%
KLWA
1185
Kelly Lawrence W & Associates
California
$28.7K – – –
ACA
1186
Atlas Capital Advisors
Wyoming
$27.4K – – –
CAL
1187
Capital Advisors Ltd
Ohio
$27K – – –
GKIM
1188
GW&K Investment Management
Massachusetts
$26K +$658 +10 +3%
WT
1189
Washington Trust
Rhode Island
$25.2K -$658 -10 -3%
HFS
1190
HBC Financial Services
Washington
$25K +$197 +3 +0.9%
NECFA
1191
New England Capital Financial Advisors
Connecticut
$23.6K +$132 +2 +0.6%
RA
1192
Rise Advisors
New York
$23.6K +$197 +3 +0.9%
SL
1193
Salomon & Ludwin
Virginia
$22.6K – – –
VLKIM
1194
Van Lanschot Kempen Investment Management
Netherlands
$22.3K -$10.5M -159,665 -100%
CPA
1195
Capital Performance Advisors
California
$21.8K +$19.9K +303 New
SWC
1196
Spectrum Wealth Counsel
Indiana
$21.7K +$1.64K +25 +9%
BBHC
1197
Brown Brothers Harriman & Co
New York
$21.6K -$17K -259 -46%
ABWM
1198
Alpine Bank Wealth Management
Colorado
$21.6K +$19.7K +300 New
HBW
1199
Hazlett, Burt & Watson
West Virginia
$21K -$8.95K -136 -31%
WWM
1200
Wolff Wiese Magana
California
$20.6K +$12.2K +185 +181%