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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
751
Berkshire Asset Management
Pennsylvania
$256K +$232K +6,035 New
NIM
752
Northeast Investment Management
Massachusetts
$255K – – –
CA
753
Cetera Advisors
Colorado
$255K +$230K +5,998 New
CAM
754
Cresset Asset Management
Illinois
$254K +$229K +5,973 New
SWA
755
Sax Wealth Advisors
New Jersey
$254K +$230K +5,981 New
SPC
756
Stewart & Patten Company
California
$251K -$310K -8,065 -58%
WPW
757
Waldron Private Wealth
Pennsylvania
$251K -$62.4K -1,625 -22%
KTC
758
Kistler-Tiffany Companies
Pennsylvania
$251K +$220K +5,717 +2,859%
PCA
759
Personal Capital Advisors
California
$250K +$422 +11 +0.2%
SWM
760
SeaCrest Wealth Management
New York
$249K +$226K +5,875 New
PGIM
761
Pacific Global Investment Management
California
$247K -$1.96K -51 -0.9%
FCFC
762
First Commonwealth Financial Corp
Pennsylvania
$247K +$223K +5,815 New
SFS
763
Sowell Financial Services
Arkansas
$245K +$3.15K +82 +1%
VCM
764
Vivaldi Capital Management
Illinois
$244K +$221K +5,758 New
TNB
765
TCF National Bank
South Dakota
$242K +$219K +5,703 New
WT
766
Washington Trust
Rhode Island
$240K +$11.8K +308 +6%
FNT
767
First Nebraska Trust
Nebraska
$240K +$217K +5,645 New
OPS
768
Orion Portfolio Solutions
Nebraska
$239K +$216K +5,631 New
NFG
769
Next Financial Group
Texas
$237K -$10.8K -281 -5%
HKAM
770
Horizon Kinetics Asset Management
New York
$237K +$215K +5,586 New
APA
771
American Portfolios Advisors
New York
$237K +$36.3K +945 +20%
BFS
772
Bard Financial Services
Connecticut
$235K +$213K +5,545 New
SCM
773
Shelton Capital Management
Colorado
$233K +$211K +5,491 New
SC
774
Searle & Co
Connecticut
$233K +$211K +5,500 New
RIL
775
Rothschild Investment LLC
Illinois
$232K +$210K +5,467 New
29 30
31
32 33