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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
SF
776
SBK Financial
Virginia
$348K +$345K +6,000 New
AIM
777
Alhambra Investment Management
Florida
$347K – – –
PFSC
778
Peoples Financial Services Corp
Pennsylvania
$346K -$46K -800 -12%
DWM
779
Dorchester Wealth Management
Quebec, Canada
$346K -$12.9K -225 -4%
AO
780
Advisor OS
Illinois
$341K -$5.92K -103 -2%
PWPS
781
Pinnacle Wealth Planning Services
Ohio
$341K +$338K +5,874 New
LFA
782
Laraway Financial Advisors
Minnesota
$340K +$336K +5,850 New
CM
783
Columbus Macro
Pennsylvania
$338K -$47.4K -825 -12%
AI
784
Accredited Investors
Minnesota
$336K -$51.8K -900 -13%
MOS
785
MGO One Seven
Ohio
$336K +$40.7K +707 +14%
Fisher Asset Management
786
Fisher Asset Management
Washington
$333K +$80.5K +1,400 +32%
SDWMA
787
Schneider Downs Wealth Management Advisors
Pennsylvania
$332K +$77.4K +1,346 +31%
AG
788
AIA Group
Hong Kong
$332K +$328K +5,711 New
AT
789
American Trust
Kentucky
$332K +$329K +5,716 New
WP
790
WealthShield Partners
North Carolina
$332K +$329K +5,719 New
ESCM
791
Echo Street Capital Management
New York
$331K -$194K -3,375 -37%
BAM
792
Berkshire Asset Management
Pennsylvania
$331K -$115K -1,997 -26%
VCM
793
Vivaldi Capital Management
Illinois
$331K -$1.61K -28 -0.5%
SCM
794
Salem Capital Management
Massachusetts
$331K – – –
FWM
795
Focused Wealth Management
New York
$331K +$35.9K +625 +12%
SB
796
Strategic Blueprint
Georgia
$329K -$132K -2,302 -29%
SMC
797
Smith, Moore & Co
Missouri
$329K -$37.3K -648 -10%
FNT
798
First Nebraska Trust
Nebraska
$328K – – –
SFM
799
Soros Fund Management
New York
$327K -$2.45M -42,617 -88%
WW
800
Waterfront Wealth
Kansas
$327K -$364K -6,329 -53%