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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
651
Meyer Handelman Company
New York
$411K – – –
TW
652
Transform Wealth
Colorado
$409K -$866K -22,559 -70%
LA
653
Latitude Advisors
Florida
$409K +$370K +9,639 New
CC
654
Centiva Capital
New York
$407K +$368K +9,581 New
PCM
655
Pinz Capital Management
New York
$407K +$369K +9,600 New
GWM
656
Geneos Wealth Management
Colorado
$404K -$157K -4,089 -32%
AII
657
AGF Investments Inc
Ontario, Canada
$401K -$202K -5,261 -36%
TC
658
Trust Company
Kansas
$401K +$9.14K +238 +3%
CGL
659
Clarius Group LLC
Washington
$401K +$61.2K +1,593 +20%
MCM
660
Marathon Capital Management
Maryland
$399K +$17.3K +450 +5%
PWLP
661
Prio Wealth Limited Partnership
Massachusetts
$397K – – –
AI
662
Accredited Investors
Minnesota
$393K -$768 -20 -0.2%
ACS
663
Archford Capital Strategies
Illinois
$392K +$4.76K +124 +1%
PGFC
664
Peapack-Gladstone Financial Corp
New Jersey
$389K – – –
GTCM
665
Gyon Technologies Capital Management
New Jersey
$388K +$79.8K +2,078 +29%
RCAG
666
Rehmann Capital Advisory Group
Michigan
$387K +$7.18K +187 +2%
BRWA
667
B. Riley Wealth Advisors
Florida
$378K -$106K -2,764 -24%
WTC
668
WhitTier Trust Company
Nevada
$376K -$10.1K -264 -3%
WWM
669
Western Wealth Management
Colorado
$376K -$5.84K -152 -2%
BDF
670
Balasa Dinverno & Foltz
$372K +$336K +8,763 New
MCM
671
Manchester Capital Management
Vermont
$371K -$185K -4,807 -35%
COF
672
Capital One Financial
Virginia
$371K -$116K -3,017 -26%
WT
673
Whittier Trust
California
$369K -$30.7K -800 -8%
MAM
674
Meeder Asset Management
Ohio
$364K -$52.5K -1,367 -14%
FHA
675
First Horizon Advisors
Tennessee
$363K +$29.1K +757 +10%
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