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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
751
Mutual Advisors
Nebraska
$302K -$48 -1 -0%
WIC
752
Whitegate Investment Counselors
New Hampshire
$301K -$8.11K -170 -3%
CCP
753
Corient Capital Partners
California
$300K +$284K +5,955 New
LOAMS
754
Lombard Odier Asset Management (Switzerland)
Switzerland
$296K – – –
OPS
755
Orion Portfolio Solutions
Nebraska
$295K +$280K +5,863 New
WPW
756
Waldron Private Wealth
Pennsylvania
$293K +$278K +5,830 New
LWAC
757
Laurel Wealth Advisors (California)
California
$292K -$35.2K -737 -11%
BMC
758
Benin Management Corp
Connecticut
$291K – – –
LFA
759
Legacy Financial Advisors
Kentucky
$290K -$205K -4,299 -43%
MWP
760
MYCIO Wealth Partners
Pennsylvania
$290K – – –
PFSC
761
Peoples Financial Services Corp
Pennsylvania
$287K +$47.7K +1,000 +21%
SC
762
Searle & Co
Connecticut
$286K – – –
FNT
763
First Nebraska Trust
Nebraska
$284K – – –
LCM
764
Logan Capital Management
Pennsylvania
$284K – – –
LWM
765
Liberty Wealth Management
California
$283K – – –
CIC
766
Crawford Investment Counsel
Georgia
$282K – – –
FG
767
Fiduciary Group
Georgia
$280K -$9.54K -200 -3%
AW
768
Alpha Windward
Massachusetts
$280K -$2.72K -57 -1%
MWM
769
Modera Wealth Management
New Jersey
$280K -$2K -42 -0.7%
ST
770
Spinnaker Trust
Maine
$277K -$7.06K -148 -3%
SIC
771
Schwartz Investment Counsel
Michigan
$277K – – –
TNB
772
TCF National Bank
South Dakota
$276K -$716 -15 -0.3%
EW
773
Evoke Wealth
California
$274K -$136K -2,859 -34%
CT
774
Cambridge Trust
Massachusetts
$274K +$764 +16 +0.3%
KFGK
775
Keystone Financial Group (Kentucky)
Kentucky
$272K – – –
29 30
31
32 33