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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
801
MGO One Seven
Ohio
$274K +$8.71K +174 +3%
FWM
802
Focused Wealth Management
New York
$270K -$1.05K -21 -0.4%
CW
803
CreativeOne Wealth
Kansas
$270K +$264K +5,275 New
BHBT
804
Burke & Herbert Bank & Trust
Virginia
$265K – – –
SWA
805
Sutton Wealth Advisors
Florida
$264K – – –
KA
806
Kovack Advisors
Florida
$262K +$10.7K +214 +4%
MCM
807
MAI Capital Management
Ohio
$262K +$256K +5,111 New
MI
808
Markston International
New York
$260K -$2.96M -59,092 -92%
EA
809
Ellsworth Advisors
Ohio
$258K -$2.05K -41 -0.8%
HI
810
Harbour Investments
Wisconsin
$258K +$26.3K +525 +12%
PTC
811
Private Trust Company
Ohio
$257K +$20.1K +402 +9%
RPC
812
Rossmore Private Capital
Connecticut
$256K – – –
VST
813
Van Strum & Towne
California
$256K – – –
ETC
814
Exchange Traded Concepts
Oklahoma
$252K -$7.51M -150,198 -97%
IP
815
Intellectus Partners
California
$250K – – –
CFG
816
Citizens Financial Group
Rhode Island
$250K +$10.5K +209 +4%
GTCM
817
Gyon Technologies Capital Management
New Jersey
$249K -$244K -4,880 -50%
CCM
818
Cullen Capital Management
New York
$248K -$2K -40 -0.8%
IIM
819
Ironwood Investment Management
Massachusetts
$248K – – –
MA
820
Mezzasalma Advisors
New Jersey
$248K +$243K +4,850 New
HSA
821
HBK Sorce Advisory
Pennsylvania
$246K -$15.4K -308 -6%
WBG
822
Wharton Business Group
Pennsylvania
$245K – – –
ME
823
McIlrath & Eck
Washington
$245K +$20K +399 +9%
RWM
824
RKL Wealth Management
Pennsylvania
$243K – – –
PCG
825
Private Capital Group
Connecticut
$243K +$9.56K +191 +4%
31 32
33
34 35