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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
626
Horizon Kinetics Asset Management
New York
$612K +$18.4K +400 +4%
FTWA
627
Fifth Third Wealth Advisors
Ohio
$609K -$4.61K -100 -0.8%
FRM
628
Fox Run Management
Connecticut
$604K +$534K +11,597 New
MNBTD
629
Moody National Bank Trust Division
Texas
$603K -$424K -9,208 -44%
HWM
630
HB Wealth Management
Georgia
$598K +$150K +3,260 +40%
AFG
631
Allegheny Financial Group
Pennsylvania
$596K +$34.9K +757 +7%
HPC
632
HM Payson & Co
Maine
$595K -$8.75K -190 -2%
IWM
633
IHT Wealth Management
Illinois
$595K -$89K -1,933 -14%
AIP
634
Almanack Investment Partners
Pennsylvania
$592K +$4.79K +104 +0.9%
GIA
635
Goodwin Investment Advisory
Georgia
$590K – – –
CS
636
Cannell & Spears
New York
$586K – – –
VFA
637
Valeo Financial Advisors
Indiana
$580K +$35.2K +765 +7%
BFEC
638
Benjamin F. Edwards & Company
Missouri
$578K -$13.6K -296 -3%
ASN
639
Advisory Services Network
Georgia
$576K -$329K -7,142 -39%
LA
640
LVW Advisors
New York
$573K +$269K +5,851 +113%
Bank Julius Baer & Co
641
Bank Julius Baer & Co
Switzerland
$572K -$6.03K -131 -1%
CFMC
642
Curbstone Financial Management Corp
New Hampshire
$570K – – –
FWIA
643
Fort Washington Investment Advisors
Ohio
$569K – – –
NIM
644
NEOS Investment Management
Connecticut
$567K +$158K +3,434 +46%
EFS
645
Econ Financial Services
Pennsylvania
$567K -$1.53M -33,158 -75%
PAS
646
Park Avenue Securities
New York
$566K +$36.6K +795 +8%
NS
647
NBC Securities
Alabama
$565K -$38K -824 -7%
C
648
CEDRUS
Colorado
$564K – – –
ICM
649
Intrepid Capital Management
Florida
$563K – – –
EFS
650
Essex Financial Services
Connecticut
$562K -$92 -2 -0%