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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
826
Ironwood Investment Management
Massachusetts
$229K – – –
SPC
827
Stewart & Patten Company
California
$228K -$47.5K -1,080 -18%
LWM
828
Liberty Wealth Management
California
$227K – – –
LOAMS
829
Lombard Odier Asset Management (Switzerland)
Switzerland
$227K +$212K +4,810 New
WBG
830
Wharton Business Group
Pennsylvania
$226K – – –
PGIM
831
Pacific Global Investment Management
California
$225K -$46.4K -1,055 -18%
RWM
832
RKL Wealth Management
Pennsylvania
$224K – – –
EWM
833
Evercore Wealth Management
New York
$224K +$208K +4,721 New
GIA
834
GHP Investment Advisors
Colorado
$223K – – –
CFGS
835
Concourse Financial Group Securities
Alabama
$221K -$83.5K -1,899 -29%
SDWMA
836
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K -$8.36K -190 -4%
CFG
837
Citizens Financial Group
Rhode Island
$221K +$206K +4,672 New
GCA
838
Genesee Capital Advisors
New York
$221K +$206K +4,680 New
PHK
839
Point72 Hong Kong
Hong Kong
$219K +$128K +2,899 +167%
CL
840
CPWM LLC
Washington
$219K +$204K +4,632 New
PTC
841
Private Trust Company
Ohio
$218K +$203K +4,615 New
SCA
842
Snowden Capital Advisors
New York
$217K +$202K +4,596 New
Bessemer Group
843
Bessemer Group
New Jersey
$217K -$236K -5,364 -54%
FMII
844
Farmers & Merchants Investments Inc
Nebraska
$217K – – –
KTC
845
Kistler-Tiffany Companies
Pennsylvania
$215K -$60.6K -1,377 -23%
PCG
846
Private Capital Group
Connecticut
$215K -$24.2K -551 -11%
GP
847
Girard Partners
Pennsylvania
$215K +$200K +4,548 New
HI
848
Harbour Investments
Wisconsin
$213K +$198K +4,508 New
BS
849
Boenning & Scattergood
Pennsylvania
$212K +$197K +4,476 New
BJL
850
Brighton Jones LLC
Washington
$212K +$198K +4,493 New