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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
776
Checchi Capital Advisers
California
$337K +$921 +19 +0.3%
KCM
777
Kathmere Capital Management
Pennsylvania
$333K +$70.7K +1,459 +25%
TL
778
Tradewinds LLC
North Carolina
$332K +$355K +7,311 New
NFG
779
Nations Financial Group
Iowa
$332K +$80.7K +1,665 +30%
FCBT
780
First Citizens Bank & Trust
North Carolina
$331K -$4.41K -91 -1%
FNBTCON
781
First National Bank & Trust Co of Newtown
Pennsylvania
$331K -$14.5K -300 -4%
RWA
782
Ropes Wealth Advisors
Massachusetts
$330K +$353K +7,272 New
KFP
783
KMG Fiduciary Partners
Ohio
$328K -$28.5K -587 -8%
ACM
784
Acrisure Capital Management
Texas
$327K +$349K +7,203 New
HWM
785
HB Wealth Management
Georgia
$326K +$71.2K +1,468 +26%
STB
786
S&T Bank
Pennsylvania
$325K -$2.42K -50 -0.7%
SC
787
SRB Corp
Massachusetts
$325K +$346K +7,144 New
SIA
788
SkyView Investment Advisors
New Jersey
$324K +$46.5K +959 +16%
FBA
789
Front Barnett Associates
Illinois
$319K – – –
SDWMA
790
Schneider Downs Wealth Management Advisors
Pennsylvania
$317K -$21.8K -450 -6%
KA
791
Kovack Advisors
Florida
$317K +$10.5K +217 +3%
PFGIA
792
Patriot Financial Group Insurance Agency
Massachusetts
$315K +$67.5K +1,393 +25%
ODFS
793
O'Donnell Financial Services
California
$312K – – –
FNBT
794
FineMark National Bank & Trust
Florida
$312K +$2.62K +54 +0.8%
AUB
795
Atlantic Union Bankshares
Virginia
$308K – – –
TCPWM
796
Traverso Chambers Private Wealth Management
California
$304K +$242 +5 +0.1%
WDC
797
Woodward Diversified Capital
California
$303K +$14.9K +308 +5%
RRA
798
Round Rock Advisors
Connecticut
$302K – – –
SFI
799
Siemens Fonds Invest
Germany
$300K -$6.11K -126 -2%
AWM
800
Axxcess Wealth Management
California
$299K -$6.3K -130 -2%
30 31
32
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