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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Axxcess Wealth Management
California
$219K -$3.16K -71 -1%
SDWMA
802
Schneider Downs Wealth Management Advisors
Pennsylvania
$219K – – –
DWM
803
Dorchester Wealth Management
Quebec, Canada
$217K -$4.46K -100 -2%
GW
804
GW & Wade
Massachusetts
$217K +$25.2K +566 +12%
ME
805
McIlrath & Eck
Washington
$216K +$14.2K +318 +7%
SIM
806
Sentry Investment Management
Wisconsin
$215K -$44.8K -1,006 -16%
PA
807
Parallel Advisors
California
$214K -$74.6K -1,674 -25%
BMC
808
Benin Management Corp
Connecticut
$214K – – –
LWM
809
Lyell Wealth Management
California
$213K – – –
ACM
810
Aquatic Capital Management
Illinois
$213K +$214K +4,800 +1,600%
PCG
811
Private Capital Group
Connecticut
$209K -$1.56K -35 -0.7%
RPC
812
Rossmore Private Capital
Connecticut
$209K – – –
VST
813
Van Strum & Towne
California
$209K – – –
PCMC
814
Paragon Capital Management (Colorado)
Colorado
$209K +$35K +785 +19%
CWA
815
CM Wealth Advisors
Ohio
$209K +$223K +5,000 New
MWM
816
Modera Wealth Management
New Jersey
$208K -$1.07K -24 -0.5%
WPC
817
Wedmont Private Capital
Pennsylvania
$207K +$222K +4,974 New
CCM
818
Covington Capital Management
California
$206K -$55.7K -1,250 -20%
CG
819
Colony Group
Massachusetts
$205K -$3.03K -68 -1%
GIA
820
GHP Investment Advisors
Colorado
$205K +$9.31K +209 +4%
AF
821
Allworth Financial
California
$205K +$29.7K +667 +16%
BBA
822
BLB&B Advisors
Pennsylvania
$203K -$21.4K -480 -9%
SF
823
Synovus Financial
Georgia
$202K -$320K -7,186 -60%
SCA
824
Snowden Capital Advisors
New York
$202K -$67.5K -1,515 -24%
IIM
825
Ironwood Investment Management
Massachusetts
$202K – – –
31 32
33
34 35