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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
651
Mid Atlantic Financial Management
Pennsylvania
$409K -$17.8K -400 -4%
DWM
652
Dakota Wealth Management
Florida
$407K +$28.1K +630 +8%
DWT
653
Dorsey & Whitney Trust
South Dakota
$406K -$6.9K -155 -2%
LOAME
654
Lombard Odier Asset Management (Europe)
United Kingdom
$405K +$144K +3,235 +57%
PAS
655
Partnervest Advisory Services
California
$401K +$395K +8,864 New
HA
656
H2O AM
United Kingdom
$400K -$302K -6,785 -43%
JFGIW
657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$398K – – –
CNBT
658
Canandaigua National Bank & Trust
New York
$398K +$101K +2,265 +35%
DC
659
Davenport & Co
Virginia
$397K – – –
SFA
660
Semmax Financial Advisors
North Carolina
$397K +$57.2K +1,285 +17%
PGFC
661
Peapack-Gladstone Financial Corp
New Jersey
$395K -$433K -9,734 -53%
MFG
662
Merit Financial Group
Georgia
$393K +$3.07K +69 +0.8%
AWCI
663
Alpine Woods Capital Investors
New York
$391K – – –
SCM
664
Schnieders Capital Management
California
$389K -$46.2K -1,037 -11%
AC
665
Allstate Corporation
Illinois
$384K -$2.9M -65,133 -88%
TTWM
666
TCV Trust & Wealth Management
Virginia
$384K – – –
CFA
667
Carroll Financial Associates
North Carolina
$382K -$234K -5,253 -38%
NSAM
668
North Star Asset Management
Wisconsin
$382K -$62.3K -1,400 -14%
WA
669
Wheatland Advisors
Pennsylvania
$380K -$75.7K -1,700 -17%
EW
670
Evoke Wealth
California
$375K +$370K +8,304 New
APA
671
American Portfolios Advisors
New York
$373K +$1.34K +30 +0.4%
EWM
672
Evercore Wealth Management
New York
$371K -$52.3K -1,174 -13%
RB
673
Rodgers Brothers
Pennsylvania
$368K – – –
SLAM
674
Swiss Life Asset Management
$367K – – –
BOH
675
Bank of Hawaii
Hawaii
$367K -$8.41K -189 -2%
25 26
27
28 29