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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
501
Stratos Wealth Partners
Ohio
$979K +$178K +4,158 +23%
PCM
502
Parsons Capital Management
Rhode Island
$968K -$46.2K -1,077 -5%
ACS
503
Archford Capital Strategies
Illinois
$965K +$2.32K +54 +0.3%
LOIP
504
Live Oak Investment Partners
Texas
$964K – – –
LBC
505
Lowe Brockenbrough & Co
Virginia
$962K +$1.29K +30 +0.1%
BC
506
Bartlett & Co
Ohio
$954K +$85.8K +2,000 +10%
BCWM
507
Bartlett & Co Wealth Management
Ohio
$954K +$85.8K +2,000 +10%
MWM
508
Mission Wealth Management
California
$951K +$54.5K +1,269 +6%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$948K +$31.3K +729 +4%
SWMP
510
Signature Wealth Management Partners
New Jersey
$945K – – –
ATC
511
Argent Trust Co
Tennessee
$938K -$39.5K -921 -4%
DLHL
512
Donald L. Hagan LLC
Florida
$930K -$32.5K -758 -4%
GIA
513
Gateway Investment Advisers
Ohio
$926K -$11.5K -267 -1%
HWAM
514
Hennion & Walsh Asset Management
New Jersey
$921K -$66.7K -1,554 -7%
SBH
515
Segall Bryant & Hamill
Illinois
$906K -$135K -3,156 -13%
RIL
516
Rothschild Investment LLC
Illinois
$904K – – –
AAM
517
Advisors Asset Management
Colorado
$903K +$14.4K +335 +2%
KFC
518
Klingenstein Fields & Co
New York
$899K -$858 -20 -0.1%
DGAM
519
Desjardins Global Asset Management
Quebec, Canada
$899K +$414K +9,642 +91%
ECM
520
Evergreen Capital Management
Washington
$897K -$4.46K -104 -0.5%
VFA
521
Valeo Financial Advisors
Indiana
$892K +$21.5K +501 +3%
AIM
522
Aquila Investment Management
New York
$890K +$257K +6,000 +43%
LCM
523
Leisure Capital Management
California
$886K +$29.4K +685 +4%
PFO
524
Pathstone Family Office
New Jersey
$883K -$14.1K -329 -2%
SA
525
SRN Advisors
Pennsylvania
$863K -$226K -5,276 -21%
19 20
21
22 23