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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCIA
601
Gabelli & Co Investment Advisers
New York
$539K – – –
PWP
602
Principle Wealth Partners
Connecticut
$539K – – –
FNFDCM
603
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$537K -$12.8K -300 -2%
WOSD
604
WFA of San Diego
California
$537K -$4.48K -105 -0.7%
OWA
605
Outlook Wealth Advisors
Texas
$529K +$1.75K +41 +0.3%
TC
606
Trust Company
Kansas
$529K +$250K +5,870 +75%
MAM
607
MMA Asset Management
Pennsylvania
$526K – – –
IC
608
IEQ Capital
California
$523K +$93.3K +2,188 +19%
SFG
609
SevenBridge Financial Group
Pennsylvania
$517K +$572K +13,413 New
APC
610
Aspire Private Capital
North Carolina
$516K +$36.6K +859 +7%
KWM
611
Kolinsky Wealth Management
New Jersey
$506K +$43 +1 +0%
EP
612
Edgestream Partners
New Jersey
$504K -$12.4M -290,021 -96%
JIC
613
Joel Isaacson & Co
New York
$504K – – –
RC
614
RegentAtlantic Capital
New Jersey
$502K +$1.83K +43 +0.3%
CAM
615
Columbia Asset Management
Michigan
$502K +$28.6K +670 +5%
CT
616
Chicago Trust
Illinois
$499K +$16.9K +397 +3%
FWIA
617
Fort Washington Investment Advisors
Ohio
$495K -$59.7K -1,400 -10%
JCM
618
Jacobi Capital Management
Pennsylvania
$492K +$128 +3 +0%
FIM
619
Fruth Investment Management
Texas
$485K – – –
APA
620
American Portfolios Advisors
New York
$483K -$5.8K -136 -1%
VA
621
Valmark Advisers
Ohio
$478K -$170K -3,990 -24%
FPB
622
First PREMIER Bank
South Dakota
$474K – – –
DA
623
Denali Advisors
California
$474K +$213K +5,000 +68%
HPC
624
HM Payson & Co
Maine
$473K – – –
SPIA
625
Steward Partners Investment Advisory
New York
$473K +$5.67K +133 +1%
23 24
25
26 27