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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
726
Winslow Evans & Crocker
Massachusetts
$342K – – –
WIC
727
Whitegate Investment Counselors
New Hampshire
$341K – – –
BPWA
728
Beacon Pointe Wealth Advisors
California
$340K +$350K +7,217 New
FNBOO
729
First National Bank of Omaha
Nebraska
$337K – – –
MFG
730
Merit Financial Group
Georgia
$337K +$6.26K +129 +2%
QPWM
731
Quadrant Private Wealth Management
Pennsylvania
$333K – – –
WIA
732
Wealthstreet Investment Advisors
Texas
$331K – – –
JFA
733
JNBA Financial Advisors
Minnesota
$331K +$317K +6,526 +1,305%
BLAM
734
Bourne Lent Asset Management
New York
$329K – – –
SBSB
735
Sullivan, Bruyette, Speros & Blaney
Virginia
$329K – – –
CA
736
Continuum Advisory
Idaho
$325K -$97.7K -2,012 -23%
CAW
737
Cornerstone Advisors (Washington)
Washington
$325K +$2.52K +52 +0.8%
FANJ
738
Financial Architects (New Jersey)
New Jersey
$325K +$166K +3,411 +97%
BSW
739
Buckingham Strategic Wealth
Missouri
$323K +$107K +2,195 +47%
LA
740
LVW Advisors
New York
$323K +$334K +6,870 New
PCA
741
Peddock Capital Advisors
Massachusetts
$317K – – –
AF
742
Arrow Financial
New York
$315K -$3.64K -75 -1%
VAM
743
Visionary Asset Management
Texas
$313K +$20.5K +422 +7%
S
744
Seeyond
France
$313K +$322K +6,639 New
AWA
745
Arete Wealth Advisors
Illinois
$312K -$19.4K -400 -6%
HF
746
HRT Financial
New York
$310K -$1.79M -36,954 -85%
PC
747
Port Capital
Illinois
$310K -$90.2K -1,857 -22%
FMTCOCP
748
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$309K – – –
EBSAM
749
Eubel Brady & Suttman Asset Management
Ohio
$308K +$30.4K +627 +11%
TCPWM
750
Traverso Chambers Private Wealth Management
California
$307K +$316K +6,514 New
28 29
30
31 32