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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
BKA
801
Brick & Kyle Associates
Pennsylvania
$50K – – –
SBL
802
Sargent Bickham Lagudis
Colorado
$50K – – –
TSW
803
Thompson Siegel & Walmsley
Virginia
$48K -$9.99K -250 -17%
EWM
804
Endurance Wealth Management
Rhode Island
$44K – – –
WTB
805
Washington Trust Bank
Washington
$43K +$3.56K +89 +9%
AP
806
Atwood & Palmer
Missouri
$40K – – –
LWCFA
807
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
CFA
808
CT Financial Advisors
Pennsylvania
$39.2K – – –
KA
809
Klingman & Associates
New York
$38K – – –
ZB
810
Zions Bancorporation
Utah
$37K +$15.6K +391 +72%
WRM
811
Westport Resources Management
Connecticut
$34K – – –
NCM
812
Nelson Capital Management
California
$32K – – –
AA
813
Apriem Advisors
California
$31K -$39.9K -1,000 -57%
AF
814
Allworth Financial
California
$30K – – –
SSB
815
Sandy Spring Bank
Maryland
$29K -$17K -426 -37%
WP
816
WealthPLAN Partners
Nebraska
$28.8K -$28.4K -711 -50%
AIS
817
Accurate Investment Solutions
Pennsylvania
$28K – – –
GAM
818
Gemmer Asset Management
California
$28K +$3K +75 +12%
EFSCE
819
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$6.35K +159 +30%
BG
820
Bollard Group
Massachusetts
$26K +$25.8K +647 New
VCM
821
Versant Capital Management
Arizona
$25K -$799 -20 -3%
CWM
822
Catamount Wealth Management
Connecticut
$24K – – –
OC
823
Oakworth Capital
Alabama
$24K – – –
DSN
824
D. Scott Neal
Kentucky
$22K -$21.5K -539 -50%
RWA
825
Ropes Wealth Advisors
Massachusetts
$22K +$21.6K +540 New