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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
851
Tarbox Family Office
California
$11K +$509 +13 +5%
GGPS
852
Gary Goldberg Planning Services
New York
$10K – – –
WAM
853
Wallington Asset Management
Indiana
$10K – – –
RMAM
854
Raab & Moskowitz Asset Management
New Jersey
$10K +$9.78K +250 New
IRS
855
Invictus RG (Singapore)
Singapore
$10K +$9.86K +252 New
MUMSS
856
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K – – –
FPFS
857
First Personal Financial Services
North Carolina
$9K +$9.47K +242 New
CBT
858
Central Bank & Trust
Kentucky
$8K – – –
HCM
859
Horrell Capital Management
Arkansas
$8K – – –
WA
860
WealthTrust-Arizona
Arizona
$8K – – –
KA
861
Klingman & Associates
New York
$8K +$7.83K +200 New
M
862
MOTCO
Texas
$6K – – –
FMP
863
Financial Management Professionals
Texas
$6K +$6.07K +155 New
PRS
864
Pinkerton Retirement Specialists
Idaho
$6K +$21.8K +556 New
TWA
865
TCI Wealth Advisors
Arizona
$4K – – –
NMIS
866
Northwestern Mutual Investment Services
Wisconsin
$4K +$3.76K +96 New
OFS
867
Orrstown Financial Services
Pennsylvania
$4K +$3.76K +96 New
DSC
868
Duncker Streett & Co
Missouri
$3K – – –
HFM
869
Hartford Financial Management
Connecticut
$3K – – –
VAM
870
Visionary Asset Management
Texas
$3K +$235 +6 +10%
WA
871
Winfield Associates
Ohio
$2K – – –
RWM
872
Raffa Wealth Management
District of Columbia
$1.09K – – –
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
FPA
874
First Pacific Advisors
California
– -$42.5M -1,096,500 Closed
LSV Asset Management
875
LSV Asset Management
Illinois
– -$18.8M -486,500 Closed