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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
501
Meiji Yasuda Asset Management
Japan
$1.08M -$116K -2,036 -9%
JC
502
JB Capital
Connecticut
$1.07M +$106K +1,859 +9%
AC
503
Arjuna Capital
North Carolina
$1.07M +$31.5K +554 +3%
BFS
504
Bradley Foster & Sargent
Connecticut
$1.06M +$116K +2,047 +11%
IWC
505
Integrated Wealth Concepts
Massachusetts
$1.06M -$31.6K -555 -3%
PSUF
506
People's United Financial
Connecticut
$1.05M -$294K -5,162 -20%
LBC
507
Lowe Brockenbrough & Co
Virginia
$1.05M -$79K -1,390 -6%
SWMP
508
Signature Wealth Management Partners
New Jersey
$1.05M – – –
BIAS
509
Beacon Investment Advisory Services
New Jersey
$1.04M – – –
CG
510
Caprock Group
Idaho
$1.04M +$239K +4,199 +25%
PMG
511
ProVise Management Group
Florida
$1.03M +$61.1K +1,075 +5%
HVIA
512
Hudson Valley Investment Advisors
New York
$1.03M -$39.1K -688 -3%
VNA
513
Valley National Advisers
Pennsylvania
$1.03M +$109K +1,913 +10%
BL
514
Balentine LLC
Georgia
$1.02M +$445K +7,829 +61%
WWM
515
Western Wealth Management
Colorado
$1.02M +$605K +10,646 +108%
CBB
516
Citizens Business Bank
California
$1.02M – – –
RIM
517
Redpoint Investment Management
Australia
$1.01M – – –
WS
518
Wedbush Securities
California
$1.01M -$25.6K -451 -2%
BFG
519
Beacon Financial Group
Texas
$1M -$4.32K -76 -0.4%
HPM
520
Hudson Portfolio Management
New York
$1M -$1.42K -25 -0.1%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$999K -$18.2K -320 -2%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$991K -$12.8K -225 -1%
BC
523
Bartlett & Co
Ohio
$991K -$12.8K -225 -1%
RIL
524
Rothschild Investment LLC
Illinois
$989K +$440K +7,730 +63%
KJHP
525
K.J. Harrison & Partners
Ontario, Canada
$963K +$1.1M +19,400 New
19 20
21
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