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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
726
Wilson & Boucher Capital Management
California
$371K -$19.3K -450 -5%
FMAEN1
727
Fund Management at Engine No 1
California
$368K +$43.8K +1,021 +14%
AWA
728
Arete Wealth Advisors
Illinois
$368K +$60.7K +1,415 +21%
SAG
729
SageView Advisory Group
California
$368K +$347K +8,090 New
HI
730
Hendershot Investments
Virginia
$368K – – –
GL
731
Graypoint LLC
New York
$367K +$66.9K +1,559 +24%
PWPS
732
Pinnacle Wealth Planning Services
Ohio
$366K +$345K +8,035 New
FMLI
733
Fukoku Mutual Life Insurance
Japan
$365K – – –
BIG
734
Builder Investment Group
Georgia
$361K +$340K +7,921 New
CCIA
735
Campbell & Co Investment Adviser
Maryland
$360K +$339K +7,910 New
WSFS
736
Wilmington Savings Fund Society
Delaware
$360K -$65.4K -1,525 -16%
CA
737
Cullinan Associates
Kentucky
$360K -$12.9K -300 -4%
CPC
738
Cookson Peirce & Co
Pennsylvania
$360K +$339K +7,898 New
HWA
739
Heritage Wealth Advisors
Virginia
$359K – – –
MCM
740
Marathon Capital Management
Maryland
$358K – – –
OWA
741
One Wealth Advisors
California
$358K -$1.24K -29 -0.4%
JFA
742
JNBA Financial Advisors
Minnesota
$357K – – –
SF
743
Summit Financial
New Jersey
$357K -$6.86K -160 -2%
ASN
744
Advisory Services Network
Georgia
$356K -$63.4K -1,478 -16%
KFP
745
KMG Fiduciary Partners
Ohio
$355K -$5.49K -128 -2%
ACM
746
Argent Capital Management
Missouri
$355K – – –
GT
747
Glenview Trust
Kentucky
$354K – – –
SJIA
748
St. James Investment Advisors
New York
$353K +$10.7K +250 +3%
IWA
749
IVC Wealth Advisors
Pennsylvania
$346K -$3.6K -84 -1%
FHA
750
First Horizon Advisors
Tennessee
$345K -$4.72K -110 -1%
28 29
30
31 32