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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
651
Geneos Wealth Management
Colorado
$570K +$70.6K +1,346 +14%
VFA
652
Valeo Financial Advisors
Indiana
$570K +$564K +10,757 New
I
653
IberiaBank
Louisiana
$562K +$543K +10,345 New
PI
654
Pettee Investors
Connecticut
$560K – – –
FIM
655
Farmhouse Investment Management
California
$555K – – –
ST
656
Sabal Trust
Florida
$546K +$3.52K +67 +0.7%
RCM
657
RNC Capital Management
California
$538K – – –
WA
658
Wheatland Advisors
Pennsylvania
$536K +$105 +2 +0%
CFMC
659
Curbstone Financial Management Corp
New Hampshire
$533K +$240K +4,575 +84%
PP
660
Patten & Patten
Tennessee
$531K – – –
CSM
661
CAMG Solamere Management
North Carolina
$529K +$73.6K +1,402 +16%
BOH
662
Bank of Hawaii
Hawaii
$528K – – –
CAS
663
Cue Advisory Services
Arizona
$528K +$21.5K +410 +4%
MWM
664
Meridian Wealth Management
Kentucky
$526K +$1.94K +37 +0.4%
CG
665
Caprock Group
Idaho
$524K +$32.7K +624 +7%
RWP
666
RWA Wealth Partners
Massachusetts
$523K +$168K +3,201 +48%
MWM
667
MinichMacGregor Wealth Management
New York
$522K – – –
CIC
668
Crawford Investment Counsel
Georgia
$521K – – –
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$521K – – –
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$520K +$8.45K +161 +2%
MHC
671
Meyer Handelman Company
New York
$514K – – –
PGIM
672
Pacific Global Investment Management
California
$503K -$105 -2 -0%
LIM
673
Leavell Investment Management
Alabama
$502K – – –
ICOA
674
Investment Centers of America
North Dakota
$501K -$295K -5,617 -37%
PWLP
675
Prio Wealth Limited Partnership
Massachusetts
$496K – – –
25 26
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28 29