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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
776
Alhambra Investment Management
Florida
$282K – – –
MIC
777
Meridian Investment Counsel
California
$279K – – –
IAA
778
Independent Advisor Alliance
North Carolina
$279K +$43.4K +1,012 +19%
KFGK
779
Keystone Financial Group (Kentucky)
Kentucky
$276K +$266K +6,190 New
TSW
780
Thompson Siegel & Walmsley
Virginia
$275K – – –
SWS
781
SYSTM Wealth Solutions
Illinois
$270K +$261K +6,075 New
WPW
782
Waldron Private Wealth
Pennsylvania
$268K -$15.1K -351 -6%
IA
783
IFG Advisors
Missouri
$267K – – –
MCA
784
Martin Capital Advisors
Texas
$264K -$15.9K -370 -6%
SPC
785
Sigma Planning Corp
Michigan
$264K -$558K -12,997 -69%
AG
786
Ascent Group
Virginia
$261K -$115K -2,680 -32%
LTI
787
Laffer Tengler Investments
Tennessee
$261K -$830K -19,332 -77%
FBC
788
Fairfield, Bush & Co
Connecticut
$260K – – –
LJAC
789
L.J. Altfest & Co
New York
$260K +$386 +9 +0.2%
PA
790
Parallel Advisors
California
$259K +$31.6K +736 +15%
VCM
791
Vivaldi Capital Management
Illinois
$255K +$815 +19 +0.3%
MGIA
792
Moneta Group Investment Advisors
Missouri
$255K -$15.9K -370 -6%
ME
793
McIlrath & Eck
Washington
$254K +$11.5K +268 +5%
KA
794
Kovack Advisors
Florida
$251K -$56.8K -1,324 -19%
EF
795
Empowered Funds
Pennsylvania
$248K -$611K -14,242 -72%
EST
796
EA Series Trust
Pennsylvania
$248K +$239K +5,567 New
BFS
797
Bard Financial Services
Connecticut
$247K – – –
OWA
798
One Wealth Advisors
California
$246K -$136K -3,160 -36%
JCM
799
Janney Capital Management
Pennsylvania
$246K +$237K +5,525 New
PCMC
800
Paragon Capital Management (Colorado)
Colorado
$246K +$28.6K +667 +14%
30 31
32
33 34