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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
GM
676
GeoWealth Management
Illinois
$663K +$438K +7,950 +224%
FIM
677
Fruth Investment Management
Texas
$662K -$27.5K -500 -4%
CCM
678
Coldstream Capital Management
Washington
$661K +$154K +2,791 +32%
WQ
679
Wealth Quarterback
New Jersey
$660K -$139K -2,533 -18%
HWM
680
HB Wealth Management
Georgia
$659K -$2.81K -51 -0.4%
GIA
681
Goodwin Investment Advisory
Georgia
$654K – – –
HPC
682
HM Payson & Co
Maine
$651K -$8.26K -150 -1%
PA
683
Parallel Advisors
California
$650K +$144K +2,619 +30%
CCG
684
Cypress Capital Group
Florida
$649K +$620K +11,262 New
IMC Chicago
685
IMC Chicago
Illinois
$647K +$618K +11,222 New
BW
686
Basepoint Wealth
Iowa
$646K -$109K -1,980 -15%
EFS
687
Essex Financial Services
Connecticut
$646K +$22.6K +410 +4%
AFG
688
Allegheny Financial Group
Pennsylvania
$638K -$21.4K -388 -3%
BRWA
689
B. Riley Wealth Advisors
Florida
$637K +$99.3K +1,803 +14%
BWP
690
BSW Wealth Partners
Colorado
$635K -$64.5K -1,171 -10%
VFA
691
Valeo Financial Advisors
Indiana
$634K -$10.3K -188 -2%
ACP
692
Aviance Capital Partners
Florida
$634K +$606K +11,000 New
Bank Julius Baer & Co
693
Bank Julius Baer & Co
Switzerland
$633K -$440 -8 -0.1%
MC
694
Machina Capital
France
$631K +$602K +10,943 New
ICM
695
Intrepid Capital Management
Florida
$624K – – –
FWIA
696
Fort Washington Investment Advisors
Ohio
$620K -$8.86K -161 -1%
BFEC
697
Benjamin F. Edwards & Company
Missouri
$620K -$19.3K -351 -3%
VCA
698
Verdence Capital Advisors
Maryland
$619K +$64.5K +1,171 +12%
CFMC
699
Curbstone Financial Management Corp
New Hampshire
$619K -$11K -200 -2%
NS
700
NBC Securities
Alabama
$619K -$7.05K -128 -1%