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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
701
Trust Asset Management
Texas
$382K – – –
CIC
702
Crawford Investment Counsel
Georgia
$380K – – –
LAM
703
Lountzis Asset Management
Pennsylvania
$380K -$2.29M -53,446 -86%
AIP
704
Ameritas Investment Partners
Nebraska
$379K -$22.8K -532 -6%
PCM
705
Penserra Capital Management
California
$378K +$202K +4,712 +123%
EP
706
Edgestream Partners
New Jersey
$376K -$2.63M -61,226 -88%
SFS
707
Summit Financial Strategies
Ohio
$376K – – –
CCM
708
Coldstream Capital Management
Washington
$376K +$2.1K +49 +0.6%
1IA
709
1620 Investment Advisors
Massachusetts
$375K +$321K +7,485 New
CT
710
Chicago Trust
Illinois
$368K -$240K -5,590 -40%
PFGIA
711
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$55.4K +1,291 +19%
HIM
712
Hillsdale Investment Management
Ontario, Canada
$366K – – –
MFS
713
Mirabella Financial Services
United Kingdom
$363K +$350K +8,153 New
QOP
714
Quinn Opportunity Partners
Virginia
$363K -$148K -3,456 -30%
GC
715
Gilbert & Cook
Iowa
$362K +$26.5K +618 +8%
RCM
716
RB Capital Management
Nevada
$361K +$25K +582 +8%
HI
717
Hendershot Investments
Virginia
$359K – – –
MOS
718
MGO One Seven
Ohio
$358K -$88.7K -2,066 -20%
FMLI
719
Fukoku Mutual Life Insurance
Japan
$357K – – –
NFG
720
Nations Financial Group
Iowa
$355K +$29.1K +678 +9%
CSC
721
Caldwell Sutter Capital
California
$354K +$341K +7,943 New
BIG
722
Builder Investment Group
Georgia
$353K – – –
LCC
723
Lincoln Capital Corp
Rhode Island
$352K +$124K +2,900 +58%
HWA
724
Heritage Wealth Advisors
Virginia
$351K – – –
RWA
725
Ropes Wealth Advisors
Massachusetts
$350K +$25.7K +600 +8%
27 28
29
30 31