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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
751
Putnam Investments
Massachusetts
$206K +$195K +5,318 New
GT
752
Glenview Trust
Kentucky
$205K +$194K +5,302 New
AAM
753
Advisors Asset Management
Colorado
$204K -$97.5K -2,664 -34%
WWM
754
Windsor Wealth Management
Indiana
$203K +$192K +5,250 New
EWM
755
Evercore Wealth Management
New York
$202K +$191K +5,223 New
AA
756
Ancora Advisors
Ohio
$201K -$25.6K -700 -12%
WIC
757
Whitegate Investment Counselors
New Hampshire
$201K +$190K +5,201 New
CTC
758
Central Trust Company
Missouri
$199K +$48.4K +1,322 +34%
SWA
759
Sutton Wealth Advisors
Florida
$197K -$8.6K -235 -4%
BDS
760
Banco de Sabadell
Florida
$189K – – –
PCG
761
Private Capital Group
Connecticut
$182K +$64.4K +1,760 +60%
FMII
762
Farmers & Merchants Investments Inc
Nebraska
$177K -$14.5K -397 -8%
BBHC
763
Brown Brothers Harriman & Co
New York
$174K -$133K -3,634 -45%
FBT
764
First Bank & Trust
South Dakota
$165K -$38.9K -1,063 -20%
BWP
765
Baldwin Wealth Partners
Massachusetts
$161K -$4.43K -121 -3%
NSB
766
Norway Savings Bank
Maine
$161K -$3.66K -100 -2%
OPS
767
Orion Portfolio Solutions
Nebraska
$158K +$63K +1,723 +73%
WAM
768
Wolverine Asset Management
Illinois
$152K +$115K +3,151 +398%
RBC
769
Roble Belko & Company
Pennsylvania
$149K – – –
JWA
770
JFS Wealth Advisors
Pennsylvania
$140K +$256 +7 +0.2%
LC
771
Lindbrook Capital
California
$139K +$6.92K +189 +6%
SMFG
772
Sumitomo Mitsui Financial Group
Japan
$137K +$33.8K +923 +35%
SC
773
Sawyer & Company
Massachusetts
$134K – – –
CF
774
Centaurus Financial
California
$132K -$3.88K -106 -3%
PL
775
Perpetual Ltd
Australia
$132K +$125K +3,404 New
29 30
31
32 33