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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
826
BSW Wealth Partners
Colorado
$1.09M +$28.8K +242 +3%
RC
827
Rexford Capital
Texas
$1.08M – – –
GWMR
828
GC Wealth Management RIA
Massachusetts
$1.07M +$81.8K +688 +8%
WPC
829
Wedmont Private Capital
Pennsylvania
$1.07M +$42.9K +361 +5%
SAG
830
SageView Advisory Group
California
$1.07M -$46.9K -394 -4%
FFS
831
Founders Financial Securities
Maryland
$1.06M +$21.9K +184 +2%
VA
832
Verdad Advisers
Massachusetts
$1.06M -$691K -5,810 -39%
MFIM
833
Mesirow Financial Investment Management
Illinois
$1.06M +$127K +1,067 +14%
KCM
834
Kathmere Capital Management
Pennsylvania
$1.05M +$64.5K +542 +6%
LA
835
LVW Advisors
New York
$1.05M +$120K +1,013 +13%
TL
836
Tradewinds LLC
North Carolina
$1.05M +$15.7K +132 +2%
AIP
837
Almanack Investment Partners
Pennsylvania
$1.05M +$5.23K +44 +0.5%
DWM
838
Diversify Wealth Management
Utah
$1.05M +$942K +7,918 New
BDL
839
Banque de Luxembourg
Luxembourg
$1.05M – – –
SAM
840
Strategy Asset Managers
California
$1.04M +$951 +8 +0.1%
LAM
841
Lountzis Asset Management
Pennsylvania
$1.04M – – –
FNFDCM
842
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.04M – – –
TA
843
Tectonic Advisors
Texas
$1.03M -$77.8K -654 -7%
MK
844
MASTERINVEST Kapitalanlage
$1.03M – – –
FT
845
Fiduciary Trust
Massachusetts
$1.03M -$10.2K -86 -1%
PWM
846
Perigon Wealth Management
California
$1.03M -$21.6K -182 -2%
CFMC
847
Curbstone Financial Management Corp
New Hampshire
$1.03M -$11.9K -100 -1%
IC
848
Inscription Capital
Texas
$1.02M +$25.4K +214 +3%
PBK
849
Peoples Bank (Kansas)
Kansas
$1.02M -$2.38K -20 -0.2%
SS
850
Sunbelt Securities
Texas
$1.02M +$119 +1 +0%
32 33
34
35 36