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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
801
First Foundation Advisors
California
$421K +$28.9K +500 +8%
RA
802
Ransom Advisory
Rhode Island
$419K +$116 +2 +0%
SC
803
Searle & Co
Connecticut
$419K +$144K +2,489 +55%
AG
804
Ascent Group
Virginia
$418K +$4.86K +84 +1%
AWE
805
Avidian Wealth Enterprises
Texas
$412K +$59.4K +1,026 +18%
HAG
806
HighPoint Advisor Group
Illinois
$409K +$9.72K +168 +3%
FNBT
807
FineMark National Bank & Trust
Florida
$409K – – –
SDAM
808
Shulman DeMeo Asset Management
New York
$408K -$4.51K -78 -1%
FNBTCON
809
First National Bank & Trust Co of Newtown
Pennsylvania
$406K -$17.4K -300 -4%
CGL
810
Clarius Group LLC
Washington
$403K -$16.4K -283 -4%
FPAS
811
Focus Partners Advisor Solutions
Missouri
$403K +$106K +1,827 +37%
RRA
812
Round Rock Advisors
Connecticut
$401K – – –
JF
813
Jump Financial
Illinois
$400K -$121K -2,091 -24%
RWPA
814
Richard W. Paul & Associates
Michigan
$400K -$3.88K -67 -1%
CCG
815
Catalina Capital Group
California
$398K +$23.5K +406 +7%
ME
816
McIlrath & Eck
Washington
$396K +$3.36K +58 +0.9%
CF
817
Centaurus Financial
California
$394K +$104K +1,803 +38%
SWM
818
SeaCrest Wealth Management
New York
$393K -$5.73K -99 -1%
AFG
819
Atomi Financial Group
New York
$390K +$66.3K +1,146 +21%
SIM
820
Studio Investment Management
Illinois
$389K +$8.91K +154 +2%
KFGK
821
Keystone Financial Group (Kentucky)
Kentucky
$388K +$28.9K +500 +8%
AIM
822
Alhambra Investment Management
Florida
$387K – – –
GWM
823
Geneos Wealth Management
Colorado
$386K +$53.1K +918 +17%
HKIM
824
Hayek Kallen Investment Management
Alabama
$385K – – –
MGIA
825
Moneta Group Investment Advisors
Missouri
$385K -$236K -4,081 -39%
31 32
33
34 35