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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1226
Ignite Planners
California
$240K +$206K +2,427 New
PPW
1227
Parcion Private Wealth
Washington
$240K -$87.9K -1,035 -28%
RPGK
1228
Retirement Planning Group (Kansas)
Kansas
$239K -$11.6K -137 -5%
AWC
1229
Abundance Wealth Counselors
Pennsylvania
$238K -$17K -200 -7%
WB
1230
Webster Bank
Connecticut
$238K – – –
WTA
1231
Washington Trust Advisors
Massachusetts
$238K +$340 +4 +0.2%
NG
1232
Norden Group
Utah
$237K +$221K +2,598 New
AL
1233
Arnhold LLC
New York
$236K – – –
RWP
1234
Ridgecrest Wealth Partners
California
$235K – – –
GVAG
1235
Great Valley Advisor Group
Delaware
$235K -$33.6K -396 -13%
BAAM
1236
Baker Avenue Asset Management
California
$235K +$11.6K +137 +6%
SL
1237
Sentinus LLC
Illinois
$234K +$8.15K +96 +4%
WMS
1238
Wealth Management Strategies
Pennsylvania
$233K +$1.27K +15 +0.6%
BIA
1239
Bell Investment Advisors
California
$232K -$255 -3 -0.1%
MHIC
1240
Marble Harbor Investment Counsel
Massachusetts
$232K -$4.25K -50 -2%
MSWA
1241
Marshall & Sterling Wealth Advisors
New York
$232K -$1.95K -23 -0.9%
AWA
1242
Arete Wealth Advisors
Illinois
$232K -$14.3K -168 -6%
WP
1243
WealthShield Partners
North Carolina
$231K -$255 -3 -0.1%
ACI
1244
Alpha Cubed Investments
California
$228K +$213K +2,507 New
CFS
1245
CRA Financial Services
New Jersey
$228K -$3.91K -46 -2%
WSCM
1246
Wellington Shields Capital Management
New York
$228K – – –
BWMG
1247
Barnes Wealth Management Group
California
$228K -$2.97K -35 -1%
WMA
1248
Wealth Management Associates
New Jersey
$228K – – –
HW
1249
HORAN Wealth
Ohio
$227K +$211K +2,487 New
EBT
1250
Enterprise Bank & Trust
Massachusetts
$226K – – –
48 49
50
51 52