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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
626
Shelton Capital Management
Colorado
$673K +$490K +10,100 +215%
Bessemer Group
627
Bessemer Group
New Jersey
$671K -$78.3K -1,614 -10%
AWAP
628
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$669K +$714K +14,733 New
VAG
629
VisionPoint Advisory Group
Texas
$659K +$146K +3,018 +22%
Cerity Partners
630
Cerity Partners
New York
$659K -$31.6K -651 -4%
SWM
631
SeaCrest Wealth Management
New York
$655K +$19.4K +400 +3%
AIM
632
Aquila Investment Management
New York
$636K +$679K +14,000 New
OIA
633
OneDigital Investment Advisors
Kansas
$634K +$157K +3,239 +30%
OWA
634
Outlook Wealth Advisors
Texas
$630K +$10.9K +224 +2%
CT
635
Chicago Trust
Illinois
$630K -$50.2K -1,036 -7%
BFO
636
Boston Family Office
Massachusetts
$628K – – –
S
637
SignatureFD
Georgia
$622K +$164K +3,374 +33%
BW
638
Basepoint Wealth
Iowa
$621K -$10.2K -211 -2%
PAS
639
Park Avenue Securities
New York
$620K +$411K +8,474 +164%
FNFDCM
640
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$618K – – –
KWM
641
Kolinsky Wealth Management
New Jersey
$603K +$436 +9 +0.1%
JCM
642
Jacobi Capital Management
Pennsylvania
$600K +$291 +6 +0%
PA
643
Profund Advisors
Maryland
$594K +$196K +4,040 +45%
CA
644
Cetera Advisors
Colorado
$593K +$115K +2,372 +22%
TCOV
645
Trust Company of Vermont
Vermont
$592K +$47.5K +980 +8%
RCM
646
Raleigh Capital Management
North Carolina
$591K +$55.1K +1,136 +10%
EFS
647
Essex Financial Services
Connecticut
$587K +$52.5K +1,082 +9%
BFEC
648
Benjamin F. Edwards & Company
Missouri
$585K +$151K +3,122 +32%
DADC
649
D.A. Davidson & Co
Montana
$579K -$19K -392 -3%
BIAS
650
Beacon Investment Advisory Services
New Jersey
$573K – – –