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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
826
Sunbelt Securities
Texas
$941K +$120K +1,178 +16%
CIC
827
Crawford Investment Counsel
Georgia
$939K -$408 -4 -0%
SBFM
828
S-Bank Fund Management
Finland
$932K -$11.3K -111 -1%
SA
829
Sovran Advisors
California
$930K -$189K -1,856 -18%
HIA
830
Harbor Investment Advisory
Maryland
$928K +$4.28K +42 +0.5%
PWM
831
Perigon Wealth Management
California
$927K +$130K +1,274 +18%
DADC
832
D.A. Davidson & Co
Montana
$927K +$40K +392 +5%
QI
833
Qtron Investments
Massachusetts
$925K -$218K -2,142 -20%
SFS
834
Summit Financial Strategies
Ohio
$924K – – –
JWM
835
Jeppson Wealth Management
California
$922K -$15.3K -150 -2%
SWP
836
Sagespring Wealth Partners
Tennessee
$920K +$39.1K +383 +5%
SFS
837
Sowell Financial Services
Arkansas
$919K -$2.75K -27 -0.3%
TAM
838
Trust Asset Management
Texas
$914K – – –
RCM
839
RB Capital Management
Nevada
$913K +$39.9K +391 +5%
TCPW
840
Twin City Private Wealth
North Carolina
$911K +$25.8K +253 +3%
IC
841
Inscription Capital
Texas
$907K +$324K +3,179 +62%
NFG
842
Nations Financial Group
Iowa
$906K +$3.67K +36 +0.4%
MYIA
843
Mount Yale Investment Advisors
Colorado
$902K +$659K +6,462 +356%
SAM
844
Sompo Asset Management
Japan
$900K -$136K -1,330 -14%
MSWM
845
McGlone Suttner Wealth Management
Wisconsin
$887K -$71.3K -699 -8%
WQ
846
Wealth Quarterback
New Jersey
$887K -$51.9K -509 -6%
KCM
847
Kathmere Capital Management
Pennsylvania
$886K -$7.14K -70 -0.9%
P
848
Pitcairn
Pennsylvania
$881K -$1.46M -14,352 -64%
MCM
849
Manchester Capital Management
Vermont
$870K -$339K -3,321 -29%
RIA
850
Realta Investment Advisors
Delaware
$866K +$90.1K +883 +13%
32 33
34
35 36