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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIC
751
Lodestar Investment Counsel
Illinois
$427K – – –
MHIC
752
Marble Harbor Investment Counsel
Massachusetts
$427K – – –
VFPI
753
Vantage Financial Partners (Illinois)
Illinois
$426K -$60.7K -1,100 -12%
WIC
754
Whitegate Investment Counselors
New Hampshire
$418K – – –
CA
755
Capital Advantage
California
$416K – – –
FBA
756
Front Barnett Associates
Illinois
$415K – – –
FHA
757
First Horizon Advisors
Tennessee
$413K +$552 +10 +0.1%
BS
758
Boenning & Scattergood
Pennsylvania
$413K +$423K +7,665 New
SIG
759
Schaller Investment Group
North Carolina
$407K – – –
AWA
760
Arete Wealth Advisors
Illinois
$406K +$3.37K +61 +0.8%
SSWM
761
Sheets Smith Wealth Management
North Carolina
$404K -$1.05K -19 -0.3%
CAW
762
Cornerstone Advisors (Washington)
Washington
$401K +$3.86K +70 +0.9%
PWAP
763
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$396K +$55.2K +1,000 +16%
CSM
764
CAMG Solamere Management
North Carolina
$395K -$166K -3,003 -29%
WEC
765
Winslow Evans & Crocker
Massachusetts
$392K -$25.2K -456 -6%
GFPC
766
Global Financial Private Capital
Florida
$391K +$400K +7,249 New
SPC
767
Sigma Planning Corp
Michigan
$390K +$167K +3,029 +72%
IIM
768
Intact Investment Management
Quebec, Canada
$388K – – –
BFM
769
Boothbay Fund Management
New York
$388K +$88.3K +1,601 +29%
SGCA
770
Steel Grove Capital Advisors
Tennessee
$385K -$10.2K -185 -3%
MFG
771
Merit Financial Group
Georgia
$383K +$56.6K +1,025 +17%
QPWM
772
Quadrant Private Wealth Management
Pennsylvania
$382K +$390K +7,074 New
PCM
773
Pointe Capital Management
Michigan
$381K +$4.58K +83 +1%
JFA
774
JNBA Financial Advisors
Minnesota
$379K +$14.7K +266 +4%
BLAM
775
Bourne Lent Asset Management
New York
$378K – – –
29 30
31
32 33