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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1301
Occidental Asset Management
California
$246K -$47.6K -467 -17%
RMC
1302
Resources Management Corp
Connecticut
$246K – – –
TWM
1303
Thrive Wealth Management
Pennsylvania
$246K +$1.63K +16 +0.7%
SCM
1304
Stordahl Capital Management
Colorado
$245K +$3.98K +39 +2%
GBT
1305
Grove Bank & Trust
Florida
$244K +$1.73K +17 +0.8%
FHA
1306
Flagship Harbor Advisors
Massachusetts
$244K +$3.77K +37 +2%
CH
1307
Cromwell Holdings
Wyoming
$243K – – –
FWM
1308
Forefront Wealth Management
Pennsylvania
$243K +$2.04K +20 +0.9%
CIA
1309
Caerus Investment Advisors
Texas
$242K +$227K +2,224 New
MHR
1310
Matthew Hamilton Rosenberg
$241K – – –
CIA
1311
Choate Investment Advisors
Massachusetts
$240K +$225K +2,205 New
FCM
1312
Fire Capital Management
California
$240K – – –
EMCIP
1313
Ewing Morris & Co Investment Partners
Ontario, Canada
$240K +$224K +2,200 New
SFC
1314
SYM Financial Corp
Indiana
$237K +$222K +2,175 New
CWM
1315
Capital Wealth Management
Rhode Island
$236K +$221K +2,170 New
OPWM
1316
Oregon Pacific Wealth Management
Oregon
$236K -$59.6K -584 -21%
PT
1317
Plimoth Trust
Massachusetts
$234K -$20.4K -200 -9%
HFAS
1318
Hummer Financial Advisory Services
Illinois
$234K +$219K +2,150 New
CAAS
1319
Capital Asset Advisory Services
Michigan
$234K +$219K +2,146 New
TTIC
1320
Tower Trust & Investment Company
Iowa
$233K – – –
ML
1321
McAdam LLC
Pennsylvania
$232K +$218K +2,134 New
FCFC
1322
First Commonwealth Financial Corp
Pennsylvania
$232K -$18.4K -180 -8%
BMC
1323
Beaton Management Company
Massachusetts
$232K +$217K +2,125 New
COCM
1324
Charter Oak Capital Management
New Hampshire
$232K +$217K +2,129 New
BBA
1325
Braun-Bostich & Associates
Pennsylvania
$232K +$217K +2,125 New
51 52
53
54 55