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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
701
Chicago Trust
Illinois
$370K +$18.5K +416 +5%
VI
702
Versor Investments
New York
$368K -$232K -5,200 -38%
EB
703
Exchange Bank
California
$367K – – –
TAM
704
Trust Asset Management
Texas
$366K – – –
CIC
705
Crawford Investment Counsel
Georgia
$364K – – –
PA
706
Parallel Advisors
California
$364K +$121K +2,717 +47%
SFS
707
Summit Financial Strategies
Ohio
$360K – – –
CI
708
Cigna Investments
Connecticut
$359K -$45.1K -1,012 -11%
BMCM
709
Bryn Mawr Capital Management
Pennsylvania
$358K +$374K +8,405 New
PCM
710
Penserra Capital Management
California
$358K -$4.46K -100 -1%
LAM
711
Lountzis Asset Management
Pennsylvania
$358K – – –
HWM
712
HB Wealth Management
Georgia
$351K +$135K +3,036 +59%
DA
713
Denali Advisors
California
$348K -$365K -8,203 -50%
QOP
714
Quinn Opportunity Partners
Virginia
$348K – – –
RCM
715
RB Capital Management
Nevada
$346K +$89 +2 +0%
FMLI
716
Fukoku Mutual Life Insurance
Japan
$342K – – –
CGL
717
Clarius Group LLC
Washington
$342K -$93.9K -2,107 -21%
WSFS
718
Wilmington Savings Fund Society
Delaware
$341K +$11.5K +258 +3%
CCM
719
Coldstream Capital Management
Washington
$341K -$20K -448 -5%
NG
720
Northstar Group
New York
$340K -$39.9K -896 -10%
CSC
721
Caldwell Sutter Capital
California
$339K – – –
BIG
722
Builder Investment Group
Georgia
$338K – – –
HWA
723
Heritage Wealth Advisors
Virginia
$336K – – –
NFG
724
Nations Financial Group
Iowa
$336K -$4.63K -104 -1%
HI
725
Hendershot Investments
Virginia
$336K -$8.91K -200 -2%
27 28
29
30 31