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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
676
Wilson & Boucher Capital Management
California
$500K +$495K +8,615 New
APA
677
American Portfolios Advisors
New York
$499K +$38.8K +674 +9%
MWM
678
Modera Wealth Management
New Jersey
$499K +$267K +4,649 +118%
CIC
679
Crawford Investment Counsel
Georgia
$496K -$3.91K -68 -0.8%
SM
680
SG3 Management
Puerto Rico
$494K +$201K +3,500 +70%
SFS
681
Summit Financial Strategies
Ohio
$491K +$486K +8,450 New
TI
682
Tidal Investments
Wisconsin
$488K +$89.7K +1,560 +23%
MCM
683
Marathon Capital Management
Maryland
$487K -$184K -3,202 -28%
MIM
684
Meridiem Investment Management
United Kingdom
$487K – – –
TTWM
685
TCV Trust & Wealth Management
Virginia
$484K -$20.3K -353 -4%
SP
686
Symmetry Partners
Connecticut
$480K -$233K -4,045 -33%
SS
687
Simplicity Solutions
Minnesota
$480K +$474K +8,248 New
GT
688
Glenview Trust
Kentucky
$474K -$8.05K -140 -2%
LIM
689
Longfellow Investment Management
Massachusetts
$474K – – –
IWM
690
IHT Wealth Management
Illinois
$474K +$16.2K +282 +4%
MGIA
691
Moneta Group Investment Advisors
Missouri
$474K +$37.8K +657 +9%
RB
692
Rodgers Brothers
Pennsylvania
$473K – – –
DC
693
Davenport & Co
Virginia
$473K +$575 +10 +0.1%
BFEC
694
Benjamin F. Edwards & Company
Missouri
$473K +$11.2K +195 +2%
STB
695
S&T Bank
Pennsylvania
$472K – – –
HI
696
Hendershot Investments
Virginia
$469K – – –
MCA
697
Martin Capital Advisors
Texas
$469K +$465K +8,080 New
C
698
Certuity
Florida
$467K – – –
QCG
699
Quadrant Capital Group
Ohio
$467K +$8.11K +141 +2%
ACM
700
Argent Capital Management
Missouri
$466K +$462K +8,031 New
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