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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
$298K +$36.6K +755 +13%
AI
802
Accredited Investors
Minnesota
$295K -$395K -8,140 -56%
PWM
803
Perigon Wealth Management
California
$295K +$15.8K +326 +5%
FMTCOCP
804
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$294K – – –
HKIM
805
Hayek Kallen Investment Management
Alabama
$292K – – –
BEAM
806
Baker Ellis Asset Management
Washington
$290K -$136K -2,800 -30%
WPW
807
Waldron Private Wealth
Pennsylvania
$289K -$7.47K -154 -2%
CHP
808
Cable Hill Partners
Oregon
$289K -$7.37K -152 -2%
CI
809
CX Institutional
Indiana
$289K -$15K -309 -5%
PL
810
Perpetual Ltd
Australia
$288K +$307K +6,328 New
AIM
811
Alhambra Investment Management
Florida
$287K – – –
CW
812
CreativeOne Wealth
Kansas
$287K +$85.2K +1,758 +38%
MCA
813
Martin Capital Advisors
Texas
$286K -$9.7K -200 -3%
MIC
814
Meridian Investment Counsel
California
$285K – – –
JWM
815
Jeppson Wealth Management
California
$282K +$75.6K +1,559 +34%
TSW
816
Thompson Siegel & Walmsley
Virginia
$280K – – –
EIP
817
Epoch Investment Partners
New York
$278K -$824 -17 -0.3%
FHC
818
First Heartland Consultants
Missouri
$278K +$1.55K +32 +0.5%
MGIA
819
Moneta Group Investment Advisors
Missouri
$277K +$295K +6,094 New
BP
820
Ballentine Partners
Massachusetts
$276K +$39.2K +809 +15%
MG
821
Mather Group
Illinois
$275K – – –
IA
822
IFG Advisors
Missouri
$273K – – –
BF
823
BOK Financial
Oklahoma
$273K -$63.6K -1,312 -18%
LA
824
LVW Advisors
New York
$272K -$194 -4 -0.1%
ICP
825
Interchange Capital Partners
Pennsylvania
$268K +$36.1K +744 +14%
31 32
33
34 35