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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
701
Affinity Investment Advisors
California
$618K +$590K +10,719 New
WANY
702
Wealthspire Advisors (New York)
New York
$615K +$55.3K +1,005 +10%
TSS
703
Two Sigma Securities
New York
$613K +$371K +6,747 +174%
EF
704
Empowered Funds
Pennsylvania
$612K +$128K +2,328 +28%
DWP
705
Daymark Wealth Partners
Ohio
$611K -$89.2K -1,620 -13%
EIP
706
Epoch Investment Partners
New York
$611K +$335K +6,081 +135%
WJWM
707
Williams Jones Wealth Management
New York
$610K +$11.8K +214 +2%
MGIA
708
Moneta Group Investment Advisors
Missouri
$605K +$282K +5,118 +95%
SC
709
Savant Capital
Illinois
$599K -$435K -7,893 -43%
NB
710
NBT Bank
New York
$597K – – –
MFIM
711
Mesirow Financial Investment Management
Illinois
$596K -$22K -400 -4%
HIM
712
Hillsdale Investment Management
Ontario, Canada
$593K +$567K +10,300 New
LIM
713
Loudon Investment Management
New Hampshire
$591K -$149K -2,713 -21%
SFA
714
Semmax Financial Advisors
North Carolina
$591K +$10.4K +189 +2%
CWS
715
Confluence Wealth Services
Pennsylvania
$590K +$265K +4,807 +88%
SPI
716
Sutton Place Investors
New York
$582K +$13K +236 +2%
KFSC
717
Keystone Financial Services (Colorado)
Colorado
$580K -$716 -13 -0.1%
TFA
718
Tranquilli Financial Advisor
New Jersey
$578K +$56.3K +1,022 +11%
QCG
719
Quadrant Capital Group
Ohio
$577K -$3.14K -57 -0.6%
SA
720
Sicart Associates
New York
$576K – – –
CNBT
721
Canandaigua National Bank & Trust
New York
$575K – – –
TTWM
722
TCV Trust & Wealth Management
Virginia
$573K – – –
QWM
723
Quadcap Wealth Management
Texas
$571K +$546K +9,914 New
WB
724
WesBanco Bank
West Virginia
$562K +$324K +5,889 +152%
AC
725
Addison Capital
Pennsylvania
$550K +$266K +4,825 +102%
27 28
29
30 31