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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AII
551
AGF Investments Inc
Ontario, Canada
$505K +$135K +3,709 +34%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503K +$284K +7,812 +115%
IPW
553
Inlet Private Wealth
Florida
$501K – – –
JIC
554
Joel Isaacson & Co
New York
$488K – – –
SFA
555
Semmax Financial Advisors
North Carolina
$487K +$57K +1,565 +12%
LCM
556
Leisure Capital Management
California
$486K +$3.9K +107 +0.8%
FFA
557
First Foundation Advisors
California
$484K -$65K -1,786 -11%
SP
558
Symmetry Partners
Connecticut
$481K +$510K +14,012 New
SPC
559
Stewart & Patten Company
California
$480K -$198K -5,436 -28%
FMWA
560
Forvis Mazars Wealth Advisors
Missouri
$476K +$28.3K +776 +6%
SW
561
SVB Wealth
Massachusetts
$476K +$99.9K +2,744 +25%
SA
562
Sicart Associates
New York
$473K – – –
BCM
563
Brookstone Capital Management
Illinois
$472K -$45.2K -1,241 -8%
EI
564
Ethic Inc
New York
$469K +$101K +2,765 +25%
EH
565
Employers Holdings
Nevada
$467K -$228K -6,250 -32%
MC
566
Maverick Capital
Texas
$465K -$210K -5,763 -30%
MCM
567
Manchester Capital Management
Vermont
$465K +$983 +27 +0.2%
TCOO
568
Trust Company of Oklahoma
Oklahoma
$461K +$488K +13,417 New
TCOV
569
Trust Company of Vermont
Vermont
$459K -$2.04K -56 -0.4%
FIM
570
Fruth Investment Management
Texas
$456K – – –
BFM
571
Boston Financial Management
Massachusetts
$448K -$5.46K -150 -1%
TU
572
TDAM USA
Ontario, Canada
$444K +$8.12K +223 +2%
SF
573
Synovus Financial
Georgia
$440K -$126K -3,455 -21%
AT
574
Arden Trust
Delaware
$440K -$1.02K -28 -0.2%
GT
575
Greenleaf Trust
Michigan
$440K +$13.3K +364 +3%
21 22
23
24 25