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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
826
Personal Capital Advisors
California
$242K -$75.3K -1,505 -24%
GIA
827
GHP Investment Advisors
Colorado
$242K – – –
RW
828
Rede Wealth
Virginia
$242K +$236K +4,723 New
ISWM
829
Independent Solutions Wealth Management
New York
$242K +$236K +4,716 New
VAM
830
Verity Asset Management
North Carolina
$241K +$236K +4,710 New
SDWMA
831
Schneider Downs Wealth Management Advisors
Pennsylvania
$240K +$1.25K +25 +0.5%
NERM
832
New England Research & Management
Illinois
$239K -$404K -8,080 -63%
BCCM
833
Bridge Creek Capital Management
Massachusetts
$238K -$213K -4,250 -48%
WFI
834
West Family Investments
California
$238K +$232K +4,645 New
WT
835
Washington Trust
Rhode Island
$236K -$14.3K -286 -6%
FMII
836
Farmers & Merchants Investments Inc
Nebraska
$235K – – –
B
837
Bailard
California
$233K -$46.9K -937 -17%
KTC
838
Kistler-Tiffany Companies
Pennsylvania
$233K – – –
BPA
839
Beacon Pointe Advisors
California
$233K +$228K +4,557 New
AWM
840
Apollon Wealth Management
South Carolina
$232K -$80.8K -1,614 -26%
GP
841
Girard Partners
Pennsylvania
$232K – – –
CTC
842
Central Trust Company
Missouri
$232K +$8.46K +169 +4%
BJL
843
Brighton Jones LLC
Washington
$230K -$350 -7 -0.2%
GW
844
GW & Wade
Massachusetts
$229K -$75.7K -1,514 -25%
WWM
845
Windsor Wealth Management
Indiana
$228K +$350 +7 +0.2%
SBIA
846
Sheaff Brock Investment Advisors
Indiana
$228K +$3K +60 +1%
KWM
847
Kingsview Wealth Management
Oregon
$228K +$222K +4,434 New
MWM
848
Modera Wealth Management
New Jersey
$227K -$87.6K -1,750 -28%
CFA
849
Capstone Financial Advisors
Illinois
$227K +$222K +4,435 New
AFS
850
Axiom Financial Strategies
Indiana
$226K – – –
32 33
34
35 36