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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
776
Balasa Dinverno & Foltz
$243K -$83.6K -1,877 -24%
CM
777
Columbus Macro
Pennsylvania
$242K +$5.3K +119 +2%
CAMG
778
CWA Asset Management Group
Florida
$242K +$258K +5,800 New
NIM
779
NuWave Investment Management
New Jersey
$240K +$58.7K +1,317 +30%
LFA
780
Laraway Financial Advisors
Minnesota
$238K -$7.13K -160 -3%
SCM
781
Salem Capital Management
Massachusetts
$238K – – –
VCM
782
Vivaldi Capital Management
Illinois
$237K – – –
SMC
783
Smith, Moore & Co
Missouri
$237K +$89 +2 +0%
AWA
784
Arete Wealth Advisors
Illinois
$237K +$29K +651 +13%
FNT
785
First Nebraska Trust
Nebraska
$235K – – –
SFM
786
Soros Fund Management
New York
$235K – – –
VCM
787
Virtue Capital Management
Tennessee
$233K -$331K -7,425 -57%
SKK
788
Shepherd Kaplan Krochuk
Massachusetts
$233K – – –
EA
789
Ellsworth Advisors
Ohio
$233K +$20K +450 +9%
HWM
790
HB Wealth Management
Georgia
$232K +$248K +5,569 New
BFS
791
Bard Financial Services
Connecticut
$231K – – –
TSW
792
Thompson Siegel & Walmsley
Virginia
$230K -$82.4K -1,850 -25%
CI
793
Conning Inc
Connecticut
$228K -$624 -14 -0.3%
UB
794
UMB Bank
Missouri
$227K +$5.61K +126 +2%
FCM
795
Firestone Capital Management
Florida
$226K – – –
AT
796
American Trust
Kentucky
$225K +$3.39K +76 +1%
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$222K +$237K +5,315 New
RP
798
Riverwater Partners
Wisconsin
$222K +$237K +5,321 New
MOS
799
MGO One Seven
Ohio
$221K -$17.1K -383 -7%
KWM
800
Kingsview Wealth Management
Oregon
$221K -$17K -381 -7%
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