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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
676
FSB Premier Wealth Management
Iowa
$780K +$143K +2,180 +25%
MOS
677
MGO One Seven
Ohio
$779K +$13.7K +208 +2%
DW30
678
Drucker Wealth 3.0
New Jersey
$779K +$26K +396 +4%
ICM
679
Intrepid Capital Management
Florida
$778K – – –
SIA
680
SGL Investment Advisors
Montana
$777K +$659K +10,023 New
SF
681
Summit Financial
New Jersey
$775K -$11.2K -171 -2%
IGAM
682
iA Global Asset Management
Quebec, Canada
$775K +$709K +10,787 New
C
683
CEDRUS
Colorado
$768K -$219K -3,327 -24%
DC
684
Davenport & Co
Virginia
$768K +$7.17K +109 +1%
BFG
685
Bleakley Financial Group
New Jersey
$766K +$42.5K +646 +6%
BRWA
686
B. Riley Wealth Advisors
Florida
$766K -$49.2K -748 -7%
LOAMS
687
Lombard Odier Asset Management (Switzerland)
Switzerland
$766K +$701K +10,655 New
VDI
688
Vaughan David Investments
Illinois
$764K -$36.2K -550 -5%
SCA
689
Snowden Capital Advisors
New York
$757K -$89.8K -1,366 -11%
CFMC
690
Curbstone Financial Management Corp
New Hampshire
$755K -$16.4K -250 -2%
BMC
691
Benin Management Corp
Connecticut
$746K -$658 -10 -0.1%
HAG
692
HF Advisory Group
Maryland
$745K +$39.9K +607 +6%
NB
693
NBT Bank
New York
$744K – – –
QCG
694
Quadrant Capital Group
Ohio
$744K +$17K +259 +3%
FWIA
695
Fort Washington Investment Advisors
Ohio
$742K -$19.7K -300 -3%
BEI
696
Benjamin Edwards Inc
Missouri
$741K +$579K +8,797 +583%
TPA
697
Trivium Point Advisory
Connecticut
$739K +$627K +9,527 New
MFIM
698
Mesirow Financial Investment Management
Illinois
$734K +$12.6K +192 +2%
NFG
699
Nations Financial Group
Iowa
$731K +$100K +1,524 +18%
SWM
700
Silverlake Wealth Management
Vermont
$730K -$2.56K -39 -0.4%
26 27
28
29 30