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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
601
Veritas Investment Management
United Kingdom
$726K – – –
JIC
602
Joel Isaacson & Co
New York
$721K – – –
EFS
603
Essex Financial Services
Connecticut
$704K -$45.3K -878 -6%
IA
604
IFG Advisory
Georgia
$694K +$96.4K +1,871 +16%
CBU
605
CIBC Bank USA
Illinois
$693K -$2.06K -40 -0.3%
RIA
606
Realta Investment Advisors
Delaware
$693K +$707K +13,726 New
FIG
607
FundX Investment Group
California
$682K – – –
FIM
608
Fruth Investment Management
Texas
$678K -$12.9K -250 -2%
GAM
609
Gotham Asset Management
New York
$674K +$689K +13,374 New
HAIM
610
Hunter Associates Investment Management
Pennsylvania
$673K -$48.8K -947 -7%
SJIM
611
St. Johns Investment Management
Florida
$673K -$21.4K -415 -3%
VFA
612
Valeo Financial Advisors
Indiana
$673K +$1.7K +33 +0.2%
TFCP
613
Twin Focus Capital Partners
Massachusetts
$668K – – –
HAG
614
HighPoint Advisor Group
Illinois
$666K +$490K +9,510 +219%
FPB
615
First PREMIER Bank
South Dakota
$664K +$20.6K +400 +3%
UB
616
UMB Bank
Missouri
$662K -$10K -194 -1%
BP
617
Ballentine Partners
Massachusetts
$660K +$2.99K +58 +0.4%
WT
618
Whittier Trust
California
$657K -$14.4K -280 -2%
SPC
619
Sigma Planning Corp
Michigan
$653K +$5.31K +103 +0.8%
OIA
620
Optimum Investment Advisors
Illinois
$652K – – –
RC
621
RegentAtlantic Capital
New Jersey
$651K +$51.2K +994 +8%
SKK
622
Shepherd Kaplan Krochuk
Massachusetts
$641K -$155K -3,000 -19%
BG
623
Bahl & Gaynor
Ohio
$641K – – –
HCM
624
Hutchinson Capital Management
California
$640K – – –
GFS
625
GYL Financial Synergies
Connecticut
$637K +$3.04K +59 +0.5%
23 24
25
26 27