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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
726
Sheets Smith Wealth Management
North Carolina
$314K – – –
RCM
727
RNC Capital Management
California
$313K -$115K -2,445 -26%
QPWM
728
Quadrant Private Wealth Management
Pennsylvania
$312K -$846 -18 -0.3%
BSW
729
Buckingham Strategic Wealth
Missouri
$311K -$3.62K -77 -1%
SBSB
730
Sullivan, Bruyette, Speros & Blaney
Virginia
$311K +$20.7K +441 +7%
BLAM
731
Bourne Lent Asset Management
New York
$309K – – –
FCFC
732
First Commonwealth Financial Corp
Pennsylvania
$305K -$9.4K -200 -3%
VAS
733
Vestmark Advisory Solutions
Massachusetts
$304K -$520K -11,073 -62%
RC
734
Roundview Capital
New Jersey
$304K -$11.7K -250 -4%
VWM
735
Valley Wealth Managers
New Jersey
$302K +$3.2K +68 +1%
PC
736
Port Capital
Illinois
$299K +$7.89K +168 +3%
PCA
737
Peddock Capital Advisors
Massachusetts
$298K – – –
LWAC
738
Laurel Wealth Advisors (California)
California
$296K +$423 +9 +0.1%
LNC
739
Lincoln National Corp
Pennsylvania
$295K +$314K +6,687 New
JFA
740
JNBA Financial Advisors
Minnesota
$293K +$47 +1 +0%
FMTCOCP
741
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$290K – – –
CNBT
742
Canandaigua National Bank & Trust
New York
$288K -$13.2K -280 -4%
PCG
743
Private Capital Group
Connecticut
$287K -$28K -595 -10%
NC
744
Noked Capital
Israel
$287K +$305K +6,500 New
NI
745
Noked Israel
Israel
$287K +$305K +6,500 New
TCPWM
746
Traverso Chambers Private Wealth Management
California
$284K -$4.75K -101 -2%
BHWM
747
Bar Harbor Wealth Management
New Hampshire
$283K -$10.6K -225 -3%
AF
748
Arrow Financial
New York
$283K -$9.4K -200 -3%
WIA
749
Wealthstreet Investment Advisors
Texas
$283K +$9.4K +200 +3%
VFA
750
Valeo Financial Advisors
Indiana
$281K -$328K -6,990 -52%
28 29
30
31 32