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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
701
L.J. Altfest & Co
New York
$326K – – –
NIM
702
Northeast Investment Management
Massachusetts
$326K – – –
FNBOO
703
First National Bank of Omaha
Nebraska
$324K – – –
LNC
704
Lincoln National Corp
Pennsylvania
$323K +$19.8K +444 +7%
GLA
705
Good Life Advisors
Pennsylvania
$323K +$321K +7,203 New
BAM
706
Berkshire Asset Management
Pennsylvania
$321K -$48.7K -1,093 -13%
RCM
707
RNC Capital Management
California
$321K – – –
OIA
708
OneDigital Investment Advisors
Kansas
$320K +$187K +4,192 +145%
SBSB
709
Sullivan, Bruyette, Speros & Blaney
Virginia
$318K – – –
PWMG
710
Prestige Wealth Management Group
New Jersey
$316K -$5.57K -125 -2%
BLAM
711
Bourne Lent Asset Management
New York
$316K – – –
SCM
712
Shelton Capital Management
Colorado
$313K -$223K -5,000 -42%
FCFC
713
First Commonwealth Financial Corp
Pennsylvania
$312K – – –
FMLI
714
Fukoku Mutual Life Insurance
Japan
$311K -$31.2K -700 -9%
YWP
715
YorkBridge Wealth Partners
New York
$310K -$39.7K -892 -12%
VWM
716
Valley Wealth Managers
New Jersey
$310K – – –
QPWM
717
Quadrant Private Wealth Management
Pennsylvania
$307K -$12.2K -274 -4%
PC
718
Port Capital
Illinois
$306K – – –
HAM
719
Highstreet Asset Management
Ontario, Canada
$305K -$89.9K -2,020 -23%
PCA
720
Peddock Capital Advisors
Massachusetts
$305K – – –
RC
721
Roundview Capital
New Jersey
$304K -$6.68K -150 -2%
SSWM
722
Sheets Smith Wealth Management
North Carolina
$303K -$17.8K -400 -6%
WCM
723
Weld Capital Management
New York
$300K +$296K +6,641 New
WIA
724
Wealthstreet Investment Advisors
Texas
$298K – – –
TCM
725
Teza Capital Management
Illinois
$297K -$313K -7,040 -52%
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30 31