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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
751
New England Research & Management
Illinois
$306K +$316K +6,500 New
PWM
752
Perigon Wealth Management
California
$304K -$154K -3,165 -36%
AFG
753
Albion Financial Group
Utah
$301K +$311K +6,400 New
SC
754
Sepio Capital
Utah
$298K +$307K +6,330 New
FBC
755
Fairfield, Bush & Co
Connecticut
$295K – – –
JCM
756
Janney Capital Management
Pennsylvania
$294K – – –
SGCA
757
Steel Grove Capital Advisors
Tennessee
$292K -$44.6K -919 -13%
WWM
758
Windsor Wealth Management
Indiana
$290K +$29.1K +600 +11%
CB
759
Chemical Bank
Michigan
$288K -$172K -3,539 -37%
CT
760
Chicago Trust
Illinois
$287K – – –
AL
761
Aspiriant LLC
California
$287K +$14.4K +296 +5%
RIL
762
Rothschild Investment LLC
Illinois
$285K +$13.7K +283 +5%
SWM
763
SeaCrest Wealth Management
New York
$282K -$10.4K -215 -3%
CT
764
Cambridge Trust
Massachusetts
$280K -$88.1K -1,815 -23%
PCM
765
Pointe Capital Management
Michigan
$280K -$52K -1,070 -15%
BMC
766
Benin Management Corp
Connecticut
$277K -$4.86K -100 -2%
BFEC
767
Benjamin F. Edwards & Company
Missouri
$276K +$29.2K +601 +11%
MWP
768
MYCIO Wealth Partners
Pennsylvania
$271K – – –
DC
769
Davenport & Co
Virginia
$270K +$25.7K +529 +10%
RP
770
Rice Partnership
Hawaii
$269K -$607K -12,494 -69%
SC
771
Searle & Co
Connecticut
$267K – – –
KFGK
772
Keystone Financial Group (Kentucky)
Kentucky
$266K +$2.04K +42 +0.7%
FNT
773
First Nebraska Trust
Nebraska
$266K – – –
FCAG
774
First Capital Advisors Group
New Jersey
$265K -$1.99K -41 -0.7%
PCG
775
Private Capital Group
Connecticut
$265K +$9.57K +197 +4%
29 30
31
32 33