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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
B
826
Bailard
California
$271K +$70.9K +1,247 +30%
FCM
827
Firestone Capital Management
Florida
$269K – – –
IAA
828
Independent Advisor Alliance
North Carolina
$269K +$65.2K +1,147 +27%
NFC
829
Northeast Financial Consultants
Connecticut
$266K +$305K +5,357 New
BBA
830
BLB&B Advisors
Pennsylvania
$265K -$52K -915 -15%
UB
831
UMB Bank
Missouri
$265K – – –
AT
832
American Trust
Kentucky
$264K -$22.3K -393 -7%
AWM
833
Axxcess Wealth Management
California
$264K +$6.88K +121 +2%
Acadian Asset Management
834
Acadian Asset Management
Massachusetts
$263K +$187K +3,297 +160%
JG
835
Jefferies Group
New York
$263K +$301K +5,296 New
ISWM
836
Independent Solutions Wealth Management
New York
$261K -$14.7K -258 -5%
SDWMA
837
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K -$26.1K -459 -8%
SWA
838
Stratos Wealth Advisors
Ohio
$259K +$1.76K +31 +0.6%
SWA
839
Sutton Wealth Advisors
Florida
$256K +$341 +6 +0.1%
GL
840
Graypoint LLC
New York
$256K -$2.96K -52 -1%
PWLP
841
Prio Wealth Limited Partnership
Massachusetts
$254K -$28.4K -500 -9%
BMC
842
Benin Management Corp
Connecticut
$254K – – –
KA
843
Kovack Advisors
Florida
$254K +$17.3K +304 +6%
LWM
844
Lyell Wealth Management
California
$254K +$291K +5,115 New
NC
845
NinePointTwo Capital
California
$252K – – –
PCG
846
Private Capital Group
Connecticut
$250K -$7.96K -140 -3%
MWM
847
Modera Wealth Management
New Jersey
$249K -$203K -3,575 -42%
AWA
848
Arete Wealth Advisors
Illinois
$249K +$49.2K +866 +21%
RPC
849
Rossmore Private Capital
Connecticut
$248K – – –
VST
850
Van Strum & Towne
California
$248K – – –