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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
726
Balentine LLC
Georgia
$390K +$14.2K +309 +4%
HNB
727
Huntington National Bank
Ohio
$388K +$9.72K +211 +3%
PWPS
728
Pinnacle Wealth Planning Services
Ohio
$387K -$5.99K -130 -2%
IWA
729
IVC Wealth Advisors
Pennsylvania
$386K +$230 +5 +0.1%
MG
730
Mather Group
Illinois
$384K -$5.02K -109 -1%
MWM
731
Modera Wealth Management
New Jersey
$379K +$107K +2,334 +47%
KFP
732
KMG Fiduciary Partners
Ohio
$378K +$1.66K +36 +0.5%
FNBTCON
733
First National Bank & Trust Co of Newtown
Pennsylvania
$374K – – –
CAM
734
Congress Asset Management
Massachusetts
$373K – – –
UM
735
UniSuper Management
Australia
$372K +$62.4K +1,354 +23%
BL
736
BFSG LLC
California
$372K +$921 +20 +0.3%
STB
737
S&T Bank
Pennsylvania
$372K – – –
BRIA
738
Balanced Rock Investment Advisors
Massachusetts
$365K +$323K +7,020 New
RWPA
739
Richard W. Paul & Associates
Michigan
$365K -$8.66K -188 -3%
NP
740
NorthRock Partners
Minnesota
$365K +$323K +7,008 New
WPW
741
Waldron Private Wealth
Pennsylvania
$363K +$54.5K +1,184 +20%
BHCM
742
Brevan Howard Capital Management
Jersey
$363K +$321K +6,974 New
WDC
743
Woodward Diversified Capital
California
$363K -$7.37K -160 -2%
SDAM
744
Shulman DeMeo Asset Management
New York
$361K +$4.19K +91 +1%
CIA
745
Concurrent Investment Advisors
Florida
$360K +$319K +6,921 New
HAG
746
HighPoint Advisor Group
Illinois
$360K +$293K +6,366 New
PCM
747
Penserra Capital Management
California
$358K -$70.1K -1,523 -18%
FNBT
748
FineMark National Bank & Trust
Florida
$355K – – –
PTC
749
Petrus Trust Company
Texas
$354K -$272K -5,914 -47%
WBCM
750
Wilson & Boucher Capital Management
California
$353K -$9.21K -200 -3%
28 29
30
31 32