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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
776
HF Advisory Group
Maryland
$933K +$35.6K +419 +4%
YIM
777
Yoffe Investment Management
Pennsylvania
$929K – – –
FWIA
778
Fort Washington Investment Advisors
Ohio
$926K +$56.3K +663 +7%
RCM
779
Raleigh Capital Management
North Carolina
$919K -$104K -1,222 -11%
MOS
780
MGO One Seven
Ohio
$914K -$5.43K -64 -0.6%
HAG
781
HighPoint Advisor Group
Illinois
$913K +$56.1K +661 +7%
HWMO
782
Heritage Wealth Management (Ohio)
Ohio
$911K – – –
FPAS
783
Focus Partners Advisor Solutions
Missouri
$902K +$191K +2,252 +29%
SWM
784
Silverlake Wealth Management
Vermont
$898K -$2.46K -29 -0.3%
PI
785
Pettee Investors
Connecticut
$898K – – –
TA
786
Tectonic Advisors
Texas
$897K +$18.3K +216 +2%
CFMC
787
Curbstone Financial Management Corp
New Hampshire
$888K -$34K -400 -4%
AWA
788
Aaron Wealth Advisors
Illinois
$888K +$45.7K +538 +6%
RRA
789
Round Rock Advisors
Connecticut
$885K +$255K +3,000 +45%
WWM
790
Western Wealth Management
Colorado
$875K +$170 +2 +0%
SAM
791
Sompo Asset Management
Japan
$874K -$453K -5,340 -36%
EWA
792
EP Wealth Advisors
California
$868K +$243K +2,865 +43%
LIM
793
Loudon Investment Management
New Hampshire
$859K -$73K -860 -8%
FNFDCM
794
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$853K -$34K -400 -4%
NS
795
NBC Securities
Alabama
$853K -$225K -2,649 -22%
ICM
796
Intrepid Capital Management
Florida
$851K -$127K -1,491 -14%
TI
797
TrueMark Investments
Illinois
$848K -$3.54M -41,738 -82%
CI
798
CX Institutional
Indiana
$836K +$49.3K +581 +7%
RC
799
Rexford Capital
Texas
$836K +$779K +9,175 New
CNBT
800
Canandaigua National Bank & Trust
New York
$829K – – –
30 31
32
33 34