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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1926
Storgate
Texas
– -$310K -2,609 Closed
AWMG
1927
Alliance Wealth Management Group
New Jersey
– -$305K -2,575 Closed
TCM
1928
Towercrest Capital Management
Pennsylvania
– -$305K -2,575 Closed
WP
1929
WealthShield Partners
North Carolina
– -$300K -2,531 Closed
RMC
1930
Resources Management Corp
Connecticut
– -$281K -2,370 Closed
NFW
1931
Noble Family Wealth
Florida
– -$281K -2,365 Closed
BOJHT
1932
Bank of Jackson Hole Trust
Wyoming
– -$280K -2,361 Closed
BC
1933
Bayforest Capital
United Kingdom
– -$277K -2,335 Closed
BWMG
1934
Barnes Wealth Management Group
California
– -$252K -2,127 Closed
AIM
1935
Athena Investment Management
California
– -$249K -2,100 Closed
DT
1936
DV Trading
Illinois
– -$249K -2,100 Closed
CAS
1937
Coppell Advisory Solutions
Texas
– -$242K -2,097 Closed
IWAO
1938
Independence Wealth Advisors (Ohio)
Ohio
– -$244K -2,059 Closed
KA
1939
Kooman & Associates
Pennsylvania
– -$239K -2,015 Closed
CWMGO
1940
Capstone Wealth Management Group (Oregon)
Oregon
– -$237K -1,995 Closed
NL
1941
NWAM LLC
Washington
– -$235K -1,985 Closed
XF
1942
XML Financial
Maryland
– -$228K -1,920 Closed
TCM
1943
Teza Capital Management
Illinois
– -$210K -1,768 Closed
LAM
1944
Longboard Asset Management
Arizona
– -$204K -1,722 Closed
CIC
1945
Carnegie Investment Counsel
Ohio
– -$202K -1,702 Closed
RBFC
1946
Roman Butler Fullerton & Co
Missouri
– -$215K -1,680 Closed
IUHSA
1947
Itau Unibanco Holding S.A.
Brazil
– -$126K -1,065 Closed
TPWA
1948
Twin Peaks Wealth Advisors
California
– -$95.3K -804 Closed
GAA
1949
Global Assets Advisory
Florida
– -$75.1K -633 Closed
WSFG
1950
Wall Street Financial Group
Illinois
– -$56.9K -480 Closed
76 77
78
79 80