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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
576
JFS Wealth Advisors
Pennsylvania
$542K +$283K +7,104 +104%
BFO
577
Boston Family Office
Massachusetts
$538K – – –
BRWA
578
B. Riley Wealth Advisors
Florida
$538K +$10.9K +274 +1%
RCM
579
RNC Capital Management
California
$536K -$39.8K -1,000 -7%
MFS
580
MSI Financial Services
Massachusetts
$532K -$62.8K -1,580 -10%
JCM
581
Jacobi Capital Management
Pennsylvania
$530K +$565K +14,202 New
BCM
582
BlueCrest Capital Management
Jersey
$529K -$1.76M -44,186 -76%
SB
583
Simmons Bank
Arkansas
$527K +$11.3K +283 +2%
WSFS
584
Wilmington Savings Fund Society
Delaware
$527K +$43.1K +1,083 +9%
EFS
585
Essex Financial Services
Connecticut
$524K -$195K -4,899 -27%
NB
586
NBT Bank
New York
$520K – – –
CCM
587
Chilton Capital Management
Texas
$519K +$531K +13,353 New
AAM
588
Advisors Asset Management
Colorado
$518K +$51.5K +1,294 +11%
FC
589
Forte Capital
New York
$512K -$3.98K -100 -0.8%
BP
590
Ballentine Partners
Massachusetts
$512K +$10.6K +267 +2%
LIM
591
Leavell Investment Management
Alabama
$504K +$51.7K +1,300 +11%
JIC
592
Joel Isaacson & Co
New York
$500K – – –
BBA
593
BLB&B Advisors
Pennsylvania
$499K +$21.9K +550 +4%
CS
594
Cannell & Spears
New York
$496K – – –
SC
595
Schulhoff & Co
Ohio
$496K – – –
OIA
596
Optimum Investment Advisors
Illinois
$492K -$79.6K -2,000 -14%
EWM
597
Evercore Wealth Management
New York
$488K +$6.09K +153 +1%
LJAC
598
L.J. Altfest & Co
New York
$486K – – –
ST
599
Sabal Trust
Florida
$474K – – –
ACM
600
Argentus Capital Management
Texas
$473K +$133K +3,355 +38%
22 23
24
25 26