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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
1701
YANKCOM Partnership
South Dakota
$7.31K +$6.97K +63 New
CFD
1702
Creative Financial Designs
Indiana
$7.2K -$11.9K -108 -64%
SFS
1703
Sunrise Financial Services
Washington
$6.62K +$6.31K +57 New
ANBT
1704
American National Bank & Trust
Texas
$6.15K +$5.86K +53 New
FC
1705
Financial Consulate
Maryland
$6.04K – – –
ACM
1706
Accent Capital Management
Ohio
$5.92K – – –
JSAM
1707
J. Safra Asset Management
New York
$5.8K +$5.53K +50 New
CFG
1708
Clayton Financial Group
Missouri
$5.46K +$5.2K +47 New
KFI
1709
Key Financial Inc
Pennsylvania
$5.46K – – –
AP
1710
Aspect Partners
Virginia
$5.34K +$996 +9 +24%
PWA
1711
Principia Wealth Advisory
Texas
$5.11K +$553 +5 +13%
WW
1712
Winnow Wealth
Texas
$5.03K – – –
TFG
1713
Team Financial Group
California
$4.92K – – –
IPS
1714
Investors Portfolio Services
Washington
$4.6K +$4.43K +40 New
B
1715
Birchbrook
Maine
$4.3K +$4.09K +37 New
API
1716
Asset Planning Inc
California
$4.29K – – –
IAS
1717
IMA Advisory Services
Colorado
$4.29K +$3.32K +30 +429%
LWMI
1718
Legacy Wealth Management (Idaho)
Idaho
$4.18K +$3.98K +36 New
CCMI
1719
Creative Capital Management Investments
California
$4.18K – – –
VWM
1720
Vermillion Wealth Management
Minnesota
$4.18K – – –
1CP
1721
1015 Capital Partners
Pennsylvania
$3.71K +$3.54K +32 New
GSWM
1722
Golden State Wealth Management
California
$3.5K – – –
LA
1723
LM Advisors
California
$3.49K -$340K -3,077 -88%
SFAM
1724
Sawyer Falduto Asset Management
Illinois
$3.37K +$3.21K +29 New
PAI
1725
Pittenger & Anderson Inc
Nebraska
$3.25K – – –
67 68
69
70 71