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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Chilton Capital Management
Texas
$730K – – –
TCOV
802
Trust Company of Vermont
Vermont
$729K -$55.7K -663 -7%
KCM
803
Kathmere Capital Management
Pennsylvania
$728K +$19.9K +237 +3%
SIA
804
SGL Investment Advisors
Montana
$727K -$7.23K -86 -1%
DA
805
Denali Advisors
California
$723K +$725K +8,624 New
JWM
806
Jeppson Wealth Management
California
$722K -$756 -9 -0.1%
HIM
807
Hanlon Investment Management
New Jersey
$722K -$34.4K -409 -5%
CI
808
CX Institutional
Indiana
$721K +$672 +8 +0.1%
CIC
809
Crawford Investment Counsel
Georgia
$720K -$2.27K -27 -0.3%
HPC
810
HM Payson & Co
Maine
$720K +$30.1K +358 +4%
ACA
811
Aptus Capital Advisors
Alabama
$716K +$23.5K +280 +3%
CC
812
Centiva Capital
New York
$716K +$9.75K +116 +1%
1C
813
111 Capital
France
$712K +$191K +2,271 +37%
HIA
814
Harbor Investment Advisory
Maryland
$711K +$5.55K +66 +0.8%
SFS
815
Summit Financial Strategies
Ohio
$709K – – –
SFI
816
Siemens Fonds Invest
Germany
$708K +$5.8K +69 +0.8%
GM
817
GeoWealth Management
Illinois
$708K -$209K -2,485 -23%
I
818
INVST
Indiana
$705K +$707K +8,410 New
CCA
819
Checchi Capital Advisers
California
$704K +$10.5K +125 +2%
TAM
820
Trust Asset Management
Texas
$704K -$16.2K -193 -2%
LAM
821
Lountzis Asset Management
Pennsylvania
$699K +$33.6K +400 +5%
SFS
822
Sowell Financial Services
Arkansas
$695K +$696K +8,282 New
NFG
823
Nations Financial Group
Iowa
$689K -$143K -1,707 -17%
DADC
824
D.A. Davidson & Co
Montana
$687K +$73.4K +873 +12%
OWA
825
One Wealth Advisors
California
$687K +$229K +2,720 +50%
31 32
33
34 35