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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
701
Foundations Investment Advisors
Arizona
$465K +$11.4K +198 +3%
ER
702
Enlightenment Research
Florida
$463K +$598K +10,400 New
HWA
703
Heritage Wealth Advisors
Virginia
$458K – – –
TAM
704
Trust Asset Management
Texas
$458K – – –
ASN
705
Advisory Services Network
Georgia
$456K -$473K -8,229 -51%
AC
706
Apella Capital
Connecticut
$455K -$2.36K -41 -0.5%
CA
707
Cetera Advisors
Colorado
$454K +$59.9K +1,042 +15%
SF
708
Summit Financial
New Jersey
$451K +$10.2K +177 +2%
Credit Agricole
709
Credit Agricole
France
$450K -$9.49K -165 -2%
WCM
710
Whitener Capital Management
North Carolina
$450K +$52.9K +920 +13%
KFGK
711
Keystone Financial Group (Kentucky)
Kentucky
$449K – – –
AAM
712
Advisors Asset Management
Colorado
$448K +$122K +2,115 +38%
JFA
713
JNBA Financial Advisors
Minnesota
$448K +$58 +1 +0%
TMAM
714
Tokio Marine Asset Management
Japan
$448K +$43.1K +749 +11%
Bessemer Group
715
Bessemer Group
New Jersey
$446K +$4.49K +78 +1%
CA
716
CGN Advisors
Kansas
$445K -$3.05K -53 -0.7%
DMBA
717
Deseret Mutual Benefit Administrators
Utah
$443K -$17.5K -304 -4%
BIP
718
Blueprint Investment Partners
North Carolina
$443K +$109K +1,902 +33%
KPWS
719
Kestra Private Wealth Services
Texas
$442K +$1.38K +24 +0.3%
FNBTCON
720
First National Bank & Trust Co of Newtown
Pennsylvania
$440K – – –
BDF
721
Balasa Dinverno & Foltz
$438K -$5.17K -90 -1%
FCBT
722
First Citizens Bank & Trust
North Carolina
$436K – – –
WSCM
723
Wellington Shields Capital Management
New York
$436K – – –
DADC
724
D.A. Davidson & Co
Montana
$435K -$9.6K -167 -2%
CPA
725
Clear Perspective Advisors
Illinois
$435K – – –