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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
801
Van Strum & Towne
California
$280K +$17.4K +377 +8%
KA
802
Kovack Advisors
Florida
$280K – – –
HCM
803
Hutchinson Capital Management
California
$279K +$1.01K +22 +0.4%
LJHT
804
Laurie J. Hall Trustee
$278K +$66.3K +1,440 +37%
WG
805
Welch Group
Alabama
$278K +$246K +5,336 New
RP
806
Riverwater Partners
Wisconsin
$276K – – –
PWM
807
Perigon Wealth Management
California
$275K -$11.8K -257 -5%
MCA
808
Martin Capital Advisors
Texas
$274K -$2.76K -60 -1%
AWM
809
Accurate Wealth Management
Florida
$274K -$17.2K -374 -7%
NG
810
Northstar Group
New York
$273K -$126K -2,726 -34%
WSTAM
811
Wilbanks Smith & Thomas Asset Management
Virginia
$273K -$330K -7,175 -58%
PCS
812
Personal CFO Solutions
New Jersey
$272K +$22.9K +497 +11%
BWCS
813
Beirne Wealth Consulting Services
Connecticut
$271K +$240K +5,212 New
BEAM
814
Baker Ellis Asset Management
Washington
$270K – – –
PFS
815
Prospera Financial Services
Texas
$269K -$24.7K -537 -9%
UB
816
UMB Bank
Missouri
$269K -$1.89K -41 -0.8%
SC
817
Sapient Capital
Indiana
$267K +$236K +5,128 New
PCG
818
Prosperity Consulting Group
Maryland
$267K +$236K +5,128 New
SW
819
SteelPeak Wealth
California
$264K -$370K -8,040 -61%
MG
820
Meritage Group
California
$264K -$14.6K -318 -6%
QC
821
Quent Capital
New York
$262K +$8.38K +182 +4%
BHPW
822
Beverly Hills Private Wealth
California
$261K +$231K +5,011 New
GL
823
Graypoint LLC
New York
$261K -$110K -2,396 -32%
CWA
824
CM Wealth Advisors
Ohio
$260K – – –
CLOS
825
Compagnie Lombard Odier SCmA
Switzerland
$260K – – –
31 32
33
34 35