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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
801
Weiss Asset Management
Massachusetts
$243K -$52.2K -1,094 -18%
RWM
802
RKL Wealth Management
Pennsylvania
$243K -$6.2K -130 -3%
RWP
803
RWA Wealth Partners
Massachusetts
$243K +$95 +2 +0%
FBT
804
First Bank & Trust
South Dakota
$241K -$1.15K -24 -0.5%
S
805
SignatureFD
Georgia
$236K +$6.06K +127 +3%
CFG
806
Citizens Financial Group
Rhode Island
$236K +$55.1K +1,155 +33%
VA
807
Valmark Advisers
Ohio
$234K -$477 -10 -0.2%
PWAP
808
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$232K -$232K -4,863 -48%
LWM
809
Laidlaw Wealth Management
New York
$232K +$220K +4,608 New
IIM
810
Ironwood Investment Management
Massachusetts
$231K -$3.25K -68 -1%
GCA
811
Genesee Capital Advisors
New York
$230K – – –
MCWS
812
McKinley Carter Wealth Services
West Virginia
$229K -$9.97K -209 -4%
SBIA
813
Sheaff Brock Investment Advisors
Indiana
$228K – – –
BAC
814
Boys Arnold & Co
North Carolina
$227K -$65.3K -1,368 -23%
WSCM
815
Wellington Shields Capital Management
New York
$226K -$269K -5,630 -56%
SFWA
816
Summit Financial Wealth Advisors
Louisiana
$226K – – –
KA
817
Kovack Advisors
Florida
$226K +$214K +4,487 New
BAM
818
Berkshire Asset Management
Pennsylvania
$225K -$125K -2,615 -37%
NSB
819
Norway Savings Bank
Maine
$225K -$4.77K -100 -2%
CG
820
Cutler Group
California
$225K +$190K +3,978 +786%
BWCS
821
Beirne Wealth Consulting Services
Connecticut
$222K +$210K +4,405 New
EWM
822
Empirical Wealth Management
Washington
$219K +$207K +4,348 New
BTW
823
Boston Trust Walden
Massachusetts
$217K +$206K +4,317 New
BWP
824
Baldwin Wealth Partners
Massachusetts
$216K – – –
WDL
825
Well Done LLC
Michigan
$216K +$205K +4,290 New
31 32
33
34 35