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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
HF
726
Hoxton Financial
West Virginia
$221K – – –
MA
727
Montag & Associates
Georgia
$221K – – –
SSWM
728
Sheets Smith Wealth Management
North Carolina
$220K -$779 -20 -0.4%
TCM
729
Texan Capital Management
Texas
$220K – – –
CAL
730
Capital Analysts LLC
Pennsylvania
$216K – – –
CB
731
Community Bank
New York
$215K -$69.1K -1,775 -25%
DAM
732
Delta Asset Management
Tennessee
$215K – – –
RG
733
Rathbones Group
United Kingdom
$215K – – –
AGM
734
Alpine Global Management
New York
$214K -$852K -21,877 -80%
BO
735
BRR OpCo
Ohio
$214K – – –
CFMC
736
Curbstone Financial Management Corp
New Hampshire
$214K +$207K +5,325 New
VST
737
Van Strum & Towne
California
$213K – – –
DWT
738
Dorsey & Whitney Trust
South Dakota
$210K +$203K +5,224 New
FSC
739
Fiduciary Services Corp
Georgia
$208K – – –
PTC
740
Private Trust Company
Ohio
$208K +$201K +5,170 New
FMII
741
Farmers & Merchants Investments Inc
Nebraska
$206K +$9.78K +251 +5%
UAS
742
United Asset Strategies
New York
$205K -$18.7K -481 -9%
IIM
743
Ironwood Investment Management
Massachusetts
$205K -$3.78K -97 -2%
WSC
744
Wellington Shields & Co
New York
$205K – – –
SPC
745
Sigma Planning Corp
Michigan
$204K -$60.5K -1,554 -23%
BAS
746
Brown Advisory Securities
Maryland
$202K +$1.99K +51 +1%
FNT
747
First Nebraska Trust
Nebraska
$201K – – –
FCI
748
Financial Counselors Inc
Kansas
$201K – – –
GLI
749
Guardian Life Insurance
New York
$196K -$60.2K -1,545 -24%
FWM
750
Focused Wealth Management
New York
$186K +$351 +9 +0.2%