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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
651
Semmax Financial Advisors
North Carolina
$478K +$34.3K +719 +8%
XF
652
XML Financial
Maryland
$477K +$453K +9,484 New
CCA
653
Checchi Capital Advisers
California
$473K +$5.54K +116 +1%
PWLP
654
Prio Wealth Limited Partnership
Massachusetts
$470K – – –
BBVA
655
Banco Bilbao Vizcaya Argentaria
Spain
$470K +$446K +9,341 New
TCM
656
Teza Capital Management
Illinois
$460K +$123K +2,577 +39%
CC
657
ClearArc Capital
Ohio
$456K -$184K -3,860 -30%
DT
658
Diversified Trust
Tennessee
$456K +$433K +9,067 New
GP
659
Girard Partners
Pennsylvania
$454K -$30.8K -645 -7%
DWM
660
Dakota Wealth Management
Florida
$454K +$954 +20 +0.2%
CCA
661
Catalyst Capital Advisors
New York
$453K +$430K +9,000 New
LOAME
662
Lombard Odier Asset Management (Europe)
United Kingdom
$450K – – –
PGFC
663
Peapack-Gladstone Financial Corp
New Jersey
$446K +$7.16K +150 +2%
BBHC
664
Brown Brothers Harriman & Co
New York
$444K -$96.4K -2,020 -19%
WCM
665
Whitener Capital Management
North Carolina
$442K +$196K +4,100 +87%
RC
666
RegentAtlantic Capital
New Jersey
$437K -$174K -3,655 -30%
DWT
667
Dorsey & Whitney Trust
South Dakota
$437K -$14.2K -298 -3%
I
668
IberiaBank
Louisiana
$434K -$25.8K -540 -6%
AAS
669
Avantax Advisory Services
Texas
$434K +$414K +8,669 New
CNBT
670
Canandaigua National Bank & Trust
New York
$427K -$14.8K -311 -4%
TTWM
671
TCV Trust & Wealth Management
Virginia
$427K – – –
VF
672
Virtu Financial
New York
$423K -$2.12M -44,330 -84%
CA
673
Cetera Advisors
Colorado
$420K -$66.8K -1,399 -14%
CFA
674
Carroll Financial Associates
North Carolina
$417K -$7.64K -160 -2%
HI
675
Hendershot Investments
Virginia
$416K +$47.7K +1,000 +14%
25 26
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28 29