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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1801
IMG Wealth Management
Florida
$14.5K +$1.37K +10 +11%
RCM
1802
Richardson Capital Management
Wisconsin
$14.2K -$2.46K -18 -16%
FPB
1803
First PREMIER Bank
South Dakota
$14K – – –
CWP
1804
Clark Wealth Partners
Illinois
$13.2K – – –
PSB
1805
Piscataqua Savings Bank
New Hampshire
$12.9K – – –
UFPG
1806
United Financial Planning Group
New York
$12.6K – – –
CWP
1807
Concord Wealth Partners
Virginia
$11.3K +$10.7K +78 New
DWA
1808
Delos Wealth Advisors
Texas
$11.1K +$10.5K +77 New
FC
1809
Financial Consulate
Maryland
$11K +$273 +2 +3%
OAG
1810
Oakmont Advisory Group
New Mexico
$10.7K +$10.1K +74 New
DRP
1811
Decker Retirement Planning
Utah
$10.4K +$9.84K +72 New
KFG
1812
Kingdom Financial Group
Arizona
$10.4K +$9.84K +72 New
BCPWM
1813
Bradley & Co Private Wealth Management
Florida
$10.3K – – –
IFWM
1814
Institute for Wealth Management
Colorado
$9.8K +$9.3K +68 New
VWA
1815
VSM Wealth Advisory
Maryland
$9.69K – – –
AA
1816
Addison Advisors
Vermont
$9.26K -$178K -1,300 -95%
OPTFSNA
1817
Old Point Trust & Financial Services N A
Virginia
$9.26K +$8.75K +64 New
CFD
1818
Creative Financial Designs
Indiana
$8.97K – – –
IPS
1819
Investors Portfolio Services
Washington
$8.39K – – –
SFS
1820
Sunrise Financial Services
Washington
$8.24K – – –
PS
1821
Planning Strategies
Pennsylvania
$8.24K +$7.79K +57 New
NWM
1822
Nova Wealth Management
Florida
$7.95K -$11.8K -86 -61%
PPC
1823
Park Place Capital
Alabama
$7.66K -$410 -3 -5%
ANBT
1824
American National Bank & Trust
Texas
$7.66K – – –
GG
1825
Gleason Group
Kentucky
$7.66K +$7.25K +53 New
71 72
73
74 75