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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
776
Courier Capital
New York
$448K +$110 +2 +0%
PCIA
777
Prime Capital Investment Advisors
Kansas
$447K -$21.5K -390 -5%
JFA
778
JNBA Financial Advisors
Minnesota
$446K – – –
CPIA
779
Cornell Pochily Investment Advisors
New York
$443K +$495 +9 +0.1%
TCPW
780
Twin City Private Wealth
North Carolina
$441K +$422K +7,661 New
AF
781
Allworth Financial
California
$441K +$107K +1,951 +34%
DADC
782
D.A. Davidson & Co
Montana
$437K +$74.5K +1,354 +22%
PWPS
783
Pinnacle Wealth Planning Services
Ohio
$436K +$7.16K +130 +2%
MCM
784
Manchester Capital Management
Vermont
$436K +$1.93K +35 +0.5%
BG
785
Bahl & Gaynor
Ohio
$435K – – –
MWM
786
Modera Wealth Management
New Jersey
$434K +$13.2K +240 +3%
FMLI
787
Fukoku Mutual Life Insurance
Japan
$433K -$28K -509 -6%
CIA
788
Concurrent Investment Advisors
Florida
$430K +$30.2K +548 +8%
AWM
789
Axxcess Wealth Management
California
$430K -$256K -4,645 -38%
IWA
790
IVC Wealth Advisors
Pennsylvania
$424K -$2.7K -49 -0.7%
SF
791
Summit Financial
New Jersey
$424K -$11.8K -215 -3%
HNB
792
Huntington National Bank
Ohio
$420K -$8.59K -156 -2%
ACM
793
Argent Capital Management
Missouri
$419K -$22K -400 -5%
WDC
794
Woodward Diversified Capital
California
$419K +$16.5K +300 +4%
KFP
795
KMG Fiduciary Partners
Ohio
$419K +$440 +8 +0.1%
CW
796
CreativeOne Wealth
Kansas
$418K +$127K +2,315 +47%
CAM
797
Congress Asset Management
Massachusetts
$413K – – –
TL
798
Tradewinds LLC
North Carolina
$412K +$394K +7,158 New
GS
799
GTS Securities
Florida
$410K -$4.18M -75,936 -91%
BL
800
Balentine LLC
Georgia
$410K -$20.3K -368 -5%
30 31
32
33 34