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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
601
Dynamic Capital Management
Jersey
$656K -$459K -9,814 -41%
BBA
602
BLB&B Advisors
Pennsylvania
$656K -$10.5K -225 -2%
BFO
603
Boston Family Office
Massachusetts
$654K – – –
BP
604
Ballentine Partners
Massachusetts
$645K – – –
NB
605
NBT Bank
New York
$645K – – –
FC
606
Forte Capital
New York
$643K -$23.2K -495 -4%
EFS
607
Essex Financial Services
Connecticut
$643K +$1.59K +34 +0.3%
JCM
608
Jacobi Capital Management
Pennsylvania
$642K -$9.35K -200 -1%
FIG
609
FundX Investment Group
California
$639K – – –
SC
610
Schulhoff & Co
Ohio
$638K -$12.9K -275 -2%
SB
611
Simmons Bank
Arkansas
$631K -$9.21K -197 -1%
FCAG
612
First Capital Advisors Group
New Jersey
$626K +$43.4K +929 +8%
ICOA
613
Investment Centers of America
North Dakota
$624K -$112K -2,400 -15%
LOAME
614
Lombard Odier Asset Management (Europe)
United Kingdom
$613K -$157K -3,361 -21%
WSFS
615
Wilmington Savings Fund Society
Delaware
$613K – – –
LIM
616
Leavell Investment Management
Alabama
$612K – – –
AAM
617
Advisors Asset Management
Colorado
$612K +$11.8K +252 +2%
OIA
618
Optimum Investment Advisors
Illinois
$611K – – –
CCWA
619
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$607K +$9.26K +198 +2%
Mackenzie Financial
620
Mackenzie Financial
Ontario, Canada
$606K -$90.8K -1,941 -13%
FI
621
FormulaFolio Investments
Michigan
$606K +$600K +12,825 New
BG
622
Bahl & Gaynor
Ohio
$600K -$37.2K -796 -6%
WBG
623
Wharton Business Group
Pennsylvania
$591K – – –
WA
624
Waverly Advisors
Alabama
$583K +$577K +12,344 New
WT
625
Whittier Trust
California
$578K +$67.3K +1,438 +13%