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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
Scissortail Wealth Management
Oklahoma
$560K +$462K +10,025 New
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$549K +$44.7K +971 +10%
SFA
653
Semmax Financial Advisors
North Carolina
$540K -$13.5K -294 -3%
WJWM
654
Williams Jones Wealth Management
New York
$539K – – –
NB
655
NBT Bank
New York
$539K +$1.15K +25 +0.2%
KFSC
656
Keystone Financial Services (Colorado)
Colorado
$525K +$1.61K +35 +0.3%
QCG
657
Quadrant Capital Group
Ohio
$524K +$13.5K +293 +3%
AWA
658
Arete Wealth Advisors
Illinois
$523K -$60.7K -1,318 -12%
BPA
659
Beacon Pointe Advisors
California
$521K -$16.2K -352 -3%
SA
660
Sicart Associates
New York
$521K – – –
CNBT
661
Canandaigua National Bank & Trust
New York
$520K +$29.9K +650 +7%
FIA
662
Foundations Investment Advisors
Arizona
$518K +$27.6K +600 +7%
TTWM
663
TCV Trust & Wealth Management
Virginia
$517K +$11.9K +259 +3%
CA
664
Cetera Advisors
Colorado
$514K -$115K -2,505 -20%
SPI
665
Sutton Place Investors
New York
$513K +$454K +9,865 New
SWM
666
SeaCrest Wealth Management
New York
$512K -$150K -3,264 -25%
CA
667
Continuum Advisory
Idaho
$509K -$83K -1,803 -16%
WANY
668
Wealthspire Advisors (New York)
New York
$504K +$4.93K +107 +1%
VCA
669
Verdence Capital Advisors
Maryland
$499K -$288K -6,243 -39%
FNB
670
Farmers National Bank
Kentucky
$496K -$30K -651 -6%
MOS
671
MGO One Seven
Ohio
$496K +$77.8K +1,689 +22%
EBSAM
672
Eubel Brady & Suttman Asset Management
Ohio
$494K -$1.15K -25 -0.3%
GC
673
Gilbert & Cook
Iowa
$487K +$19.3K +419 +5%
SCA
674
Snowden Capital Advisors
New York
$475K -$106K -2,306 -20%
TFA
675
Tranquilli Financial Advisor
New Jersey
$469K -$1.38K -30 -0.3%
25 26
27
28 29