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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
826
Aptus Capital Advisors
Alabama
$383K +$23.8K +412 +7%
Cohen & Steers
827
Cohen & Steers
New York
$382K -$7.12K -123 -2%
WPW
828
Waldron Private Wealth
Pennsylvania
$382K -$22.6K -391 -6%
WSFS
829
Wilmington Savings Fund Society
Delaware
$380K -$28.9K -500 -7%
TSW
830
Thompson Siegel & Walmsley
Virginia
$369K – – –
RC
831
Rovin Capital
Arizona
$365K +$20.7K +358 +6%
VCM
832
Vivaldi Capital Management
Illinois
$364K +$7.52K +130 +2%
SLG
833
Stanley-Laman Group
Pennsylvania
$363K – – –
PWM
834
Perigon Wealth Management
California
$362K +$9.84K +170 +3%
KA
835
Kovack Advisors
Florida
$360K +$348K +6,015 New
BL
836
BFSG LLC
California
$360K -$57.9K -1,000 -14%
IA
837
IFG Advisors
Missouri
$359K – – –
IAA
838
Independent Advisor Alliance
North Carolina
$356K +$31.7K +547 +10%
STB
839
S&T Bank
Pennsylvania
$356K – – –
PTC
840
Private Trust Company
Ohio
$353K -$22.5K -388 -6%
TFS
841
Thoroughbred Financial Services
Tennessee
$352K +$340K +5,880 New
AWM
842
Accurate Wealth Management
Florida
$350K +$10.7K +185 +4%
T
843
TOBAM
France
$350K -$204K -3,520 -38%
LJAC
844
L.J. Altfest & Co
New York
$350K – – –
FBC
845
Fairfield, Bush & Co
Connecticut
$350K – – –
KWM
846
Kingsview Wealth Management
Oregon
$350K -$2.43K -42 -0.7%
MWM
847
Modern Wealth Management
Kansas
$347K +$289 +5 +0.1%
CCFM
848
Clear Creek Financial Management
Washington
$346K -$9.61K -166 -3%
HVIA
849
Hudson Valley Investment Advisors
New York
$345K +$107K +1,855 +39%
GC
850
Grimes & Company
Massachusetts
$345K -$2.14K -37 -0.6%