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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1476
Sittner & Nelson
Oregon
$76.3K – – –
TFM
1477
TFC Financial Management
Massachusetts
$75.9K +$306 +3 +0.4%
HWA
1478
HHM Wealth Advisors
Tennessee
$73K -$2.65K -26 -4%
FFO
1479
Fortitude Family Office
Arizona
$67.7K – – –
ATC
1480
Adirondack Trust Company
New York
$66.4K – – –
AEPWM
1481
Atlantic Edge Private Wealth Management
Florida
$66.2K +$7.65K +75 +14%
OIA
1482
Optimum Investment Advisors
Illinois
$65.4K – – –
PWAM
1483
Private Wealth Asset Management
Iowa
$65K – – –
LI
1484
LRI Investments
Florida
$60.7K -$17.5K -172 -24%
FCAS
1485
First Command Advisory Services
Texas
$60.4K – – –
VC
1486
Vestor Capital
Illinois
$60K -$6.89M -67,528 -99%
CWM
1487
Consultiva Wealth Management
Puerto Rico
$59.8K – – –
Q1WB
1488
Quest 10 Wealth Builders
Virginia
$58.1K +$2.55K +25 +5%
CPG
1489
Cornerstone Planning Group
New Jersey
$55.2K +$22K +216 +73%
TCM
1490
TruNorth Capital Management
Michigan
$54.5K – – –
GWP
1491
Gen-Wealth Partners
Michigan
$53K -$13.4K -131 -21%
JWM
1492
JPL Wealth Management
Colorado
$53K +$49.6K +486 New
C
1493
Covestor
United Kingdom
$52K -$33.7K -330 -41%
HFM
1494
Hartford Financial Management
Connecticut
$51.3K -$102 -1 -0.2%
CAM
1495
Creekmur Asset Management
Illinois
$50.9K – – –
WPA
1496
Wealth Preservation Advisors
Tennessee
$50.7K +$204 +2 +0.4%
MAM
1497
Morse Asset Management
Connecticut
$50.3K +$47.1K +462 New
QWM
1498
Quaker Wealth Management
New Jersey
$49.3K +$204 +2 +0.4%
GK
1499
Graney & King
New York
$49.3K – – –
BONH
1500
Bank of New Hampshire
New Hampshire
$48.3K – – –
58 59
60
61 62