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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
826
HF Advisory Group
Maryland
$220K +$223K +5,008 New
LA
827
LVW Advisors
New York
$220K +$230K +5,160 New
SWA
828
Stratos Wealth Advisors
Ohio
$218K +$228K +5,109 New
RPC
829
Rossmore Private Capital
Connecticut
$213K – – –
VST
830
Van Strum & Towne
California
$213K – – –
CLOS
831
Compagnie Lombard Odier SCmA
Switzerland
$213K +$223K +5,000 New
DWT
832
Dorsey & Whitney Trust
South Dakota
$213K -$312 -7 -0.1%
SWS
833
SYSTM Wealth Solutions
Illinois
$212K -$48.9K -1,097 -18%
MWM
834
Modera Wealth Management
New Jersey
$211K -$929K -20,862 -81%
PMAM
835
Penn Mutual Asset Management
Pennsylvania
$211K – – –
ESCM
836
Echo Street Capital Management
New York
$211K +$220K +4,947 New
RWP
837
RWA Wealth Partners
Massachusetts
$211K +$220K +4,945 New
BFS
838
Bard Financial Services
Connecticut
$211K -$27K -605 -11%
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$210K – – –
LFA
840
LGT Financial Advisors
Texas
$210K – – –
RC
841
Rovin Capital
Arizona
$209K +$219K +4,906 New
LCC
842
Lincoln Capital Corp
Rhode Island
$209K -$134K -3,000 -38%
SWM
843
Spire Wealth Management
Virginia
$209K -$7K -157 -3%
WI
844
WrapManager Inc
California
$208K +$217K +4,881 New
GIA
845
GHP Investment Advisors
Colorado
$208K – – –
SPC
846
Sigma Planning Corp
Michigan
$207K -$47.1K -1,058 -18%
QC
847
Quent Capital
New York
$207K +$25.1K +563 +13%
IIM
848
Ironwood Investment Management
Massachusetts
$207K – – –
EAM
849
Erste Asset Management
Austria
$206K -$15.1K -340 -7%
VA
850
Vident Advisory
Georgia
$206K +$215K +4,837 New
32 33
34
35 36