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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
701
IFG Advisory
Georgia
$380K -$11.9K -249 -3%
ISB
702
Iowa State Bank
Iowa
$380K – – –
SIG
703
Schaller Investment Group
North Carolina
$380K – – –
ASN
704
Advisory Services Network
Georgia
$378K -$86.7K -1,817 -20%
FBA
705
Front Barnett Associates
Illinois
$378K – – –
WBG
706
Wharton Business Group
Pennsylvania
$378K – – –
NSAM
707
North Star Asset Management
Wisconsin
$375K -$47.7K -1,000 -12%
PI
708
Putnam Investments
Massachusetts
$369K -$16.5K -346 -5%
FNBT
709
FineMark National Bank & Trust
Florida
$368K -$114K -2,385 -25%
WEC
710
Winslow Evans & Crocker
Massachusetts
$366K – – –
IC
711
IEQ Capital
California
$362K +$344K +7,198 New
FNBOO
712
First National Bank of Omaha
Nebraska
$360K – – –
CPO
713
Cerity Partners OCIO
New York
$359K +$907 +19 +0.3%
RCM
714
RNC Capital Management
California
$357K – – –
SBSB
715
Sullivan, Bruyette, Speros & Blaney
Virginia
$357K +$2.1K +44 +0.6%
OIA
716
OneDigital Investment Advisors
Kansas
$355K -$1.1K -23 -0.3%
DTL
717
Dynamic Technology Lab
Singapore
$355K +$336K +7,046 New
BLAM
718
Bourne Lent Asset Management
New York
$352K – – –
FCFC
719
First Commonwealth Financial Corp
Pennsylvania
$348K – – –
PWMG
720
Prestige Wealth Management Group
New Jersey
$347K -$4.63K -97 -1%
VWM
721
Valley Wealth Managers
New Jersey
$345K – – –
YWP
722
YorkBridge Wealth Partners
New York
$345K – – –
BS
723
Boenning & Scattergood
Pennsylvania
$344K -$30.1K -631 -8%
QPWM
724
Quadrant Private Wealth Management
Pennsylvania
$342K – – –
PCA
725
Peddock Capital Advisors
Massachusetts
$339K – – –
27 28
29
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