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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
701
Wilson & Boucher Capital Management
California
$331K -$25.6K -600 -7%
DU
702
Delphia (USA)
Ontario, Canada
$330K +$111K +2,594 +43%
DBIA
703
Dumont & Blake Investment Advisors
New Jersey
$329K – – –
C
704
Certuity
Florida
$329K +$20K +470 +6%
CIC
705
Crawford Investment Counsel
Georgia
$328K – – –
DC
706
Davenport & Co
Virginia
$328K +$18.1K +425 +5%
SFS
707
Summit Financial Strategies
Ohio
$325K – – –
TTWM
708
TCV Trust & Wealth Management
Virginia
$324K -$19.2K -450 -5%
CC
709
Corton Capital
Ontario, Canada
$324K +$153K +3,589 +74%
TAM
710
Trust Asset Management
Texas
$323K +$26.1K +613 +8%
CA
711
Cullinan Associates
Kentucky
$316K -$708K -16,600 -67%
MGIA
712
Moneta Group Investment Advisors
Missouri
$316K -$355K -8,315 -50%
TI
713
Tidal Investments
Wisconsin
$312K +$8.06K +189 +2%
CAMG
714
CWA Asset Management Group
Florida
$312K +$98.2K +2,303 +40%
HI
715
Hendershot Investments
Virginia
$311K – – –
BF
716
BOK Financial
Oklahoma
$311K +$12K +282 +4%
FMLI
717
Fukoku Mutual Life Insurance
Japan
$309K -$21.3K -500 -6%
SF
718
Summit Financial
New Jersey
$308K +$26.6K +624 +8%
GC
719
Gilbert & Cook
Iowa
$308K +$6.05K +142 +2%
FAIM
720
Financial Advocates Investment Management
Washington
$308K +$130K +3,040 New
KFP
721
KMG Fiduciary Partners
Ohio
$306K -$13K -306 -4%
PA
722
Profund Advisors
Maryland
$306K +$171 +4 +0.1%
OWA
723
One Wealth Advisors
California
$304K +$336K +7,887 New
HWA
724
Heritage Wealth Advisors
Virginia
$304K – – –
MCM
725
Marathon Capital Management
Maryland
$303K -$6.18K -145 -2%
27 28
29
30 31