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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
626
Diversified Trust
Tennessee
$345K -$42.3K -1,163 -10%
RIM
627
Regent Investment Management
Kentucky
$343K – – –
MAM
628
Meeder Asset Management
Ohio
$342K +$7.79K +214 +2%
WA
629
Wealth Alliance
New York
$334K +$46.7K +1,282 +15%
MHC
630
Meyer Handelman Company
New York
$333K – – –
EFS
631
Essex Financial Services
Connecticut
$333K +$136K +3,732 +63%
WT
632
Whittier Trust
California
$326K -$41.2K -1,133 -11%
CCM
633
Covington Capital Management
California
$325K – – –
PWLP
634
Prio Wealth Limited Partnership
Massachusetts
$321K – – –
DWT
635
Dorsey & Whitney Trust
South Dakota
$319K -$17K -468 -5%
AI
636
Accredited Investors
Minnesota
$318K -$73 -2 -0%
TC
637
Trust Company
Kansas
$316K +$9.32K +256 +3%
PGFC
638
Peapack-Gladstone Financial Corp
New Jersey
$315K – – –
WTC
639
WhitTier Trust Company
Nevada
$313K -$25.5K -700 -7%
AC
640
Apella Capital
Connecticut
$310K – – –
WWM
641
Western Wealth Management
Colorado
$309K +$12.1K +331 +4%
MCM
642
Marathon Capital Management
Maryland
$308K -$25.1K -690 -7%
RCAG
643
Rehmann Capital Advisory Group
Michigan
$307K +$947 +26 +0.3%
BBA
644
BLB&B Advisors
Pennsylvania
$300K +$2.73K +75 +0.9%
ACS
645
Archford Capital Strategies
Illinois
$296K -$9.87K -271 -3%
TTWM
646
TCV Trust & Wealth Management
Virginia
$292K – – –
HI
647
Hendershot Investments
Virginia
$291K +$7.28K +200 +2%
DA
648
Duality Advisers
Florida
$288K -$1.25M -34,217 -80%
VIM
649
Veritas Investment Management
United Kingdom
$288K – – –
EBSAM
650
Eubel Brady & Suttman Asset Management
Ohio
$285K +$3.82K +105 +1%
24 25
26
27 28