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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
701
Wheatland Advisors
Pennsylvania
$544K +$107 +2 +0%
RCM
702
RNC Capital Management
California
$543K -$2.93K -55 -0.5%
RWP
703
RWA Wealth Partners
Massachusetts
$541K +$9.7K +182 +2%
PP
704
Patten & Patten
Tennessee
$540K – – –
GCIA
705
Gabelli & Co Investment Advisers
New York
$539K -$426K -8,000 -44%
LIC
706
Lodestar Investment Counsel
Illinois
$535K +$32K +600 +6%
CAS
707
Cue Advisory Services
Arizona
$533K -$3.46K -65 -0.7%
MWM
708
MinichMacGregor Wealth Management
New York
$531K – – –
CIC
709
Crawford Investment Counsel
Georgia
$530K – – –
PGFC
710
Peapack-Gladstone Financial Corp
New Jersey
$529K – – –
MWM
711
Meridian Wealth Management
Kentucky
$526K – – –
MHC
712
Meyer Handelman Company
New York
$522K – – –
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$512K -$16K -301 -3%
PGIM
714
Pacific Global Investment Management
California
$512K +$1.06K +20 +0.2%
LIM
715
Leavell Investment Management
Alabama
$510K – – –
UR
716
USCA RIA
Texas
$508K -$15.8K -296 -3%
PWLP
717
Prio Wealth Limited Partnership
Massachusetts
$504K – – –
DCM
718
Dynamic Capital Management
Jersey
$502K +$497K +9,324 New
FTIOP
719
Fiduciary Trust International of Pennsylvania
Pennsylvania
$501K – – –
CCA
720
Checchi Capital Advisers
California
$500K -$3.41K -64 -0.7%
QPWM
721
Quadrant Private Wealth Management
Pennsylvania
$492K +$487K +9,139 New
HCM
722
Horrell Capital Management
Arkansas
$486K – – –
APA
723
American Portfolios Advisors
New York
$476K +$470K +8,829 New
NIM
724
Northeast Investment Management
Massachusetts
$473K – – –
S
725
SignatureFD
Georgia
$472K +$10.5K +198 +2%
27 28
29
30 31