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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
851
Whitegate Investment Counselors
New Hampshire
$211K +$197K +4,469 New
HFA
852
Hoover Financial Advisors
Pennsylvania
$210K – – –
WWM
853
Windsor Wealth Management
Indiana
$210K +$196K +4,450 New
AFS
854
Axiom Financial Strategies
Indiana
$209K +$194K +4,409 New
WDL
855
Well Done LLC
Michigan
$209K +$194K +4,419 New
FG
856
Fiduciary Group
Georgia
$208K +$183K +4,162 New
SBIA
857
Sheaff Brock Investment Advisors
Indiana
$208K +$194K +4,400 New
BWCS
858
Beirne Wealth Consulting Services
Connecticut
$208K +$194K +4,405 New
OBGC
859
O'Brien Greene & Co
Pennsylvania
$208K +$194K +4,406 New
ME
860
McIlrath & Eck
Washington
$207K +$64.4K +1,464 +50%
CTC
861
Central Trust Company
Missouri
$206K -$660 -15 -0.3%
IAN
862
Integrated Advisors Network
Texas
$206K +$192K +4,361 New
Cerity Partners
863
Cerity Partners
New York
$204K +$190K +4,321 New
WJWM
864
Williams Jones Wealth Management
New York
$202K +$188K +4,273 New
OAM
865
Oberweis Asset Management
Illinois
$201K +$187K +4,247 New
OIA
866
Optimum Investment Advisors
Illinois
$200K – – –
LIM
867
Leavell Investment Management
Alabama
$200K +$186K +4,232 New
OIA
868
OneDigital Investment Advisors
Kansas
$200K +$186K +4,237 New
SLF
869
Sun Life Financial
Ontario, Canada
$189K -$300K -6,827 -63%
LJHT
870
Laurie J. Hall Trustee
$188K – – –
SMFG
871
Sumitomo Mitsui Financial Group
Japan
$187K +$133K +3,018 +322%
CAL
872
Capital Analysts LLC
Pennsylvania
$185K +$162K +3,681 +1,614%
NSB
873
Norway Savings Bank
Maine
$184K -$14.3K -325 -8%
AA
874
Ancora Advisors
Ohio
$184K – – –
FBT
875
First Bank & Trust
South Dakota
$184K – – –