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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
501
Gotham Asset Management
New York
$837K +$702K +15,750 +365%
BC
502
Bartlett & Co
Ohio
$835K +$2K +45 +0.2%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$835K +$2K +45 +0.2%
MWM
504
Mission Wealth Management
California
$830K +$159K +3,570 +22%
BAMF
505
BI Asset Management Fondsmaeglerselskab
Denmark
$828K -$219K -4,919 -20%
LCM
506
Logan Capital Management
Pennsylvania
$820K +$56.3K +1,263 +7%
ACS
507
Archford Capital Strategies
Illinois
$814K +$247K +5,547 +40%
FNT
508
First National Trust
Pennsylvania
$797K -$1.34K -30 -0.2%
WB
509
WesBanco Bank
West Virginia
$795K – – –
LCM
510
Leisure Capital Management
California
$791K +$24.3K +545 +3%
JWBC
511
John W. Bristol & Co
New York
$788K – – –
GFA
512
Gifford Fong Associates
California
$787K – – –
EIA
513
Edgemoor Investment Advisors
Maryland
$781K – – –
PP
514
Prudential plc
United Kingdom
$778K -$153K -3,430 -16%
SPC
515
Sigma Planning Corp
Michigan
$774K -$14.8K -333 -2%
LWAM
516
Legacy Wealth Asset Management
Minnesota
$773K +$17.6K +396 +2%
RIA
517
Realta Investment Advisors
Delaware
$773K +$60.6K +1,361 +8%
IA
518
IFG Advisory
Georgia
$770K +$153K +3,426 +23%
SA
519
Sunesis Advisors
Kansas
$769K – – –
AWM
520
Apollon Wealth Management
South Carolina
$758K +$94.3K +2,118 +13%
AG
521
Algert Global
California
$757K +$808K +18,141 New
CP
522
CenterBook Partners
Connecticut
$756K +$604K +13,556 +297%
MNBTD
523
Moody National Bank Trust Division
Texas
$752K -$384K -8,611 -32%
SIA
524
Strategic Investment Advisors
Michigan
$752K -$3.74K -84 -0.5%
GT
525
Greenleaf Trust
Michigan
$749K +$78.1K +1,753 +11%
19 20
21
22 23