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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
726
Geneos Wealth Management
Colorado
$402K -$44.6K -784 -9%
IA
727
IFP Advisors
Florida
$402K +$125K +2,190 +49%
HI
728
Hendershot Investments
Virginia
$401K – – –
MCA
729
Martin Capital Advisors
Texas
$401K – – –
C
730
Certuity
Florida
$400K +$1.48K +26 +0.3%
ACM
731
Argent Capital Management
Missouri
$399K – – –
IWM
732
IHT Wealth Management
Illinois
$398K -$8.53K -150 -2%
VNB
733
Virginia National Bank
Virginia
$397K +$454K +7,990 New
HWA
734
Heritage Wealth Advisors
Virginia
$392K – – –
ATPW
735
Ashton Thomas Private Wealth
Arizona
$392K -$1.09M -19,220 -71%
TAM
736
Trust Asset Management
Texas
$390K -$2.27K -40 -0.5%
KFGK
737
Keystone Financial Group (Kentucky)
Kentucky
$384K – – –
DADC
738
D.A. Davidson & Co
Montana
$384K +$14.6K +257 +3%
JFA
739
JNBA Financial Advisors
Minnesota
$383K +$57 +1 +0%
OPS
740
Orion Portfolio Solutions
Nebraska
$382K -$87.9K -1,546 -17%
BDF
741
Balasa Dinverno & Foltz
$382K +$9.44K +166 +2%
SF
742
Summit Financial
New Jersey
$382K -$3.81K -67 -0.9%
WCM
743
Whitener Capital Management
North Carolina
$381K -$3.98K -70 -0.9%
FNBTCON
744
First National Bank & Trust Co of Newtown
Pennsylvania
$376K – – –
CAAS
745
Capital Asset Advisory Services
Michigan
$376K +$22.8K +401 +6%
KPWS
746
Kestra Private Wealth Services
Texas
$374K -$3.92K -69 -0.9%
ALAM
747
Asahi Life Asset Management
Japan
$373K +$427K +7,510 New
FCBT
748
First Citizens Bank & Trust
North Carolina
$372K – – –
WSCM
749
Wellington Shields Capital Management
New York
$372K – – –
IWA
750
IVC Wealth Advisors
Pennsylvania
$371K +$9.55K +168 +2%
28 29
30
31 32