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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1201
First Personal Financial Services
North Carolina
$8.64K – – –
LI
1202
LRI Investments
Florida
$8.3K +$7.93K +144 New
FFL
1203
Financial Freedom LLC
Ohio
$8.07K – – –
CA
1204
CoreCap Advisors
Michigan
$7.72K +$7.38K +134 New
FFA
1205
Frazier Financial Advisors
Ohio
$7.43K +$5.73K +104 +416%
AWM
1206
Abound Wealth Management
Tennessee
$7.43K +$606 +11 +9%
ADL
1207
Asset Dedication LLC
California
$7K – – –
SIC
1208
Salem Investment Counselors
North Carolina
$6.74K -$11.6K -210 -64%
SA
1209
SRH Advisors
Kansas
$6.74K +$6.44K +117 New
MTIC
1210
Missouri Trust & Investment Company
Missouri
$6.4K – – –
PSB
1211
Piscataqua Savings Bank
New Hampshire
$6.28K -$11.6K -210 -66%
WWM
1212
Wolff Wiese Magana
California
$5.88K +$3.41K +62 +155%
GIM
1213
Gold Investment Management
Alberta, Canada
$5.76K – – –
KFI
1214
Key Financial Inc
Pennsylvania
$5.76K – – –
TCM
1215
Tradewinds Capital Management
Washington
$5.76K +$5.51K +100 New
MA
1216
MCF Advisors
Kentucky
$5.53K – – –
SHIM
1217
Stone House Investment Management
Pennsylvania
$5.11K +$4.9K +89 New
SIC
1218
SJS Investment Consulting
Ohio
$4.68K – – –
BWL
1219
Bogart Wealth LLC
Virginia
$4.67K – – –
CWC
1220
Carolinas Wealth Consulting
North Carolina
$4.44K +$275 +5 +7%
BCPWM
1221
Bradley & Co Private Wealth Management
Florida
$4.09K – – –
TAM
1222
Tucker Asset Management
Colorado
$4.03K – – –
DF
1223
Dunhill Financial
United Kingdom
$3.8K +$551 +10 +18%
PA
1224
Pineridge Advisors
Missouri
$3.63K -$220 -4 -6%
AFWM
1225
Abich Financial Wealth Management
Virginia
$3.57K +$3.41K +62 New
47 48
49
50 51