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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
551
Zeke Capital Advisors
Pennsylvania
$871K +$30K +700 +4%
VAS
552
Vestmark Advisory Solutions
Massachusetts
$864K +$6.86K +160 +0.9%
JWBC
553
John W. Bristol & Co
New York
$860K – – –
GFA
554
Gifford Fong Associates
California
$859K – – –
M1FG
555
Mach-1 Financial Group
Arkansas
$859K +$809K +18,870 New
CI Investments Inc
556
CI Investments Inc
Ontario, Canada
$857K +$766K +17,856 +1,822%
MCM
557
MAI Capital Management
Ohio
$856K +$90.6K +2,113 +13%
EIA
558
Edgemoor Investment Advisors
Maryland
$852K – – –
Wealthfront Advisers
559
Wealthfront Advisers
California
$849K -$16.6K -387 -2%
TAM
560
Tocqueville Asset Management
New York
$847K +$32K +746 +4%
LIM
561
Loudon Investment Management
New Hampshire
$845K -$31.5K -734 -4%
HVIA
562
Hudson Valley Investment Advisors
New York
$844K -$35.9K -838 -4%
VFA
563
Valeo Financial Advisors
Indiana
$842K +$80.2K +1,871 +11%
SA
564
Sunesis Advisors
Kansas
$839K – – –
VI
565
Vestcor Inc
New Brunswick, Canada
$829K +$5.62K +131 +0.7%
LCM
566
Leisure Capital Management
California
$828K -$53.7K -1,251 -6%
BFG
567
Beacon Financial Group
Texas
$816K -$16.2K -378 -2%
MNBTD
568
Moody National Bank Trust Division
Texas
$816K -$3.6K -84 -0.5%
FB
569
Fulton Bank
Pennsylvania
$811K +$18.5K +432 +2%
BWP
570
Baldwin Wealth Partners
Massachusetts
$811K +$742K +17,300 +3,353%
GIA
571
Guyasuta Investment Advisors
Pennsylvania
$810K – – –
PTC
572
Private Trust Company
Ohio
$808K +$21.2K +494 +3%
WWM
573
Western Wealth Management
Colorado
$803K -$1.55M -36,064 -67%
MHS
574
M Holdings Securities
Oregon
$798K +$42.4K +988 +6%
IWC
575
Integrated Wealth Concepts
Massachusetts
$797K -$130K -3,039 -15%