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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1451
Eastern Bank
Massachusetts
$101K – – –
PCFFS
1452
Pacific Center for Financial Services
California
$100K – – –
WA
1453
WPG Advisers
Maryland
$100K -$2.14K -21 -2%
WWA
1454
Wealth Watch Advisors
Colorado
$99K -$44.6K -437 -32%
HDIM
1455
Hanson & Doremus Investment Management
Vermont
$99K -$70.7K -693 -43%
BFPW
1456
BOK Financial Private Wealth
Colorado
$97.6K – – –
SVWA
1457
Sarver Vrooman Wealth Advisors
Missouri
$97.3K – – –
SL
1458
Salomon & Ludwin
Virginia
$96.3K +$60.8K +596 +194%
CIA
1459
Cape Investment Advisory
Georgia
$95.4K -$52.4K -514 -37%
FCT
1460
First Community Trust
Iowa
$94.4K – – –
UOTTAIMCU
1461
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$92.6K +$10.2K +100 +13%
AWM
1462
AllSquare Wealth Management
New York
$91.5K – – –
JFGIW
1463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K +$79.5K +780 New
HC
1464
Hara Capital
Washington
$84.4K – – –
SCM
1465
Silvant Capital Management
Georgia
$84.3K – – –
BG
1466
Bollard Group
Massachusetts
$83K +$204 +2 +0.3%
ADL
1467
Asset Dedication LLC
California
$82.7K – – –
APW
1468
Aventura Private Wealth
Florida
$82K – – –
SWIM
1469
Smallwood Wealth Investment Management
New Jersey
$81.9K +$1.53K +15 +2%
DSC
1470
Duncker Streett & Co
Missouri
$81.7K – – –
SGK
1471
Steigerwald Gordon & Koch
Virginia
$81.7K +$76.5K +750 New
TWD
1472
True Wealth Design
Ohio
$79.9K +$61K +598 +443%
NRG
1473
Nemes Rush Group
Michigan
$78.6K +$2.14K +21 +3%
CT
1474
Clearstead Trust
Maine
$77.3K – – –
CWP
1475
Concord Wealth Partners
Virginia
$76.8K -$56.7K -556 -44%
57 58
59
60 61