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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CIAN
851
Capstone Investment Advisors (Netherlands)
New York
$71K +$66.2K +1,385 New
RWA
852
Ropes Wealth Advisors
Massachusetts
$70K +$65.8K +1,375 New
WPA
853
West Paces Advisors
Georgia
$67.6K – – –
EWM
854
Edge Wealth Management
New York
$66K – – –
SBL
855
Sargent Bickham Lagudis
Colorado
$64K – – –
PCFFS
856
Pacific Center for Financial Services
California
$64K +$40.8K +854 +210%
ST
857
Smithfield Trust
Pennsylvania
$62K – – –
EWM
858
Endurance Wealth Management
Rhode Island
$55K – – –
FC
859
Ferris Capital
Massachusetts
$53K +$49.3K +1,030 New
AIM
860
Acrospire Investment Management
Illinois
$51K -$47.8K -1,000 -50%
AP
861
Atwood & Palmer
Missouri
$51K – – –
BC
862
Blackhill Capital
New Jersey
$51K – – –
CRC
863
Curi RMB Capital
Illinois
$51K – – –
MCA
864
Mercer Capital Advisers
New Jersey
$51K – – –
ACM
865
AUA Capital Management
Pennsylvania
$50K – – –
FCA
866
Florence Capital Advisors
New York
$47K -$19.1K -400 -29%
SSB
867
Sandy Spring Bank
Maryland
$47K +$8.99K +188 +26%
Carson Wealth (CWM LLC)
868
Carson Wealth (CWM LLC)
Nebraska
$47K +$21.9K +458 +97%
SNT
869
Security National Trust
West Virginia
$45K – – –
MUS
870
Mitsubishi UFJ Securities
Japan
$44K +$41.1K +860 New
LWCFA
871
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K -$9.57K -200 -20%
SIAS
872
Shine Investment Advisory Services
Colorado
$42K +$39.2K +820 New
NCM
873
Nelson Capital Management
California
$41K – – –
RBC
874
Roble Belko & Company
Pennsylvania
$40K -$72.5K -1,516 -66%
LWM
875
Lenox Wealth Management
Ohio
$40K -$10.4K -218 -22%