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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
801
KB Financial Partners
New Jersey
$264K -$46.9K -1,094 -16%
HWM
802
HB Wealth Management
Georgia
$260K -$986 -23 -0.4%
KWM
803
Kingsview Wealth Management
Oregon
$258K -$30.7K -715 -11%
NFG
804
Nations Financial Group
Iowa
$257K +$242K +5,637 New
UB
805
UMB Bank
Missouri
$256K -$28K -652 -10%
JCM
806
Janney Capital Management
Pennsylvania
$256K – – –
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$238K +5,541 New
BFS
808
Bard Financial Services
Connecticut
$252K – – –
CM
809
Columbus Macro
Pennsylvania
$252K -$4.5K -105 -2%
WPW
810
Waldron Private Wealth
Pennsylvania
$251K – – –
WAM
811
Watershed Asset Management
California
$251K +$236K +5,510 New
FNT
812
First Nebraska Trust
Nebraska
$251K – – –
GCIA
813
Gabelli & Co Investment Advisers
New York
$250K -$365K -8,500 -61%
PCS
814
Personal CFO Solutions
New Jersey
$250K +$236K +5,495 New
FRM
815
Fox Run Management
Connecticut
$250K -$1.48M -34,439 -86%
CW
816
CIC Wealth
Maryland
$249K +$235K +5,471 New
LFA
817
Laraway Financial Advisors
Minnesota
$249K -$8.58K -200 -4%
WP
818
WealthSource Partners
California
$249K +$235K +5,469 New
CWS
819
Confluence Wealth Services
Pennsylvania
$247K +$86 +2 +0%
FCM
820
Firestone Capital Management
Florida
$246K – – –
RP
821
Riverwater Partners
Wisconsin
$245K +$3K +70 +1%
MIM
822
Meridiem Investment Management
United Kingdom
$245K – – –
WC
823
Weil Company
California
$245K +$231K +5,378 New
NC
824
NinePointTwo Capital
California
$244K -$202K -4,699 -47%
HCM
825
Hutchinson Capital Management
California
$243K -$214K -4,997 -48%
31 32
33
34 35