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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
851
Sanford Advisory Services
Michigan
$209K – – –
1WM
852
1900 Wealth Management
Texas
$207K – – –
AL
853
Arnhold LLC
New York
$207K – – –
BIA
854
Biondo Investment Advisors
Pennsylvania
$207K – – –
RC
855
RBO & Co
California
$207K – – –
LJHT
856
Laurie J. Hall Trustee
$205K – – –
RW
857
Rede Wealth
Virginia
$204K -$41.3K -794 -17%
MWM
858
Modera Wealth Management
New Jersey
$204K -$25.4K -488 -11%
VWM
859
Valley Wealth Managers
New Jersey
$204K -$15.6K -301 -7%
AC
860
Addison Capital
Pennsylvania
$202K +$203K +3,901 New
CMO
861
Covenant Multifamily Offices
Texas
$200K +$191K +3,676 New
FBT
862
First Bank & Trust
South Dakota
$199K -$2.91K -56 -1%
CI
863
CX Institutional
Indiana
$196K +$10.8K +207 +6%
NSB
864
Norway Savings Bank
Maine
$193K -$2.6K -50 -1%
CF
865
Centaurus Financial
California
$186K -$13K -250 -7%
JWA
866
JFS Wealth Advisors
Pennsylvania
$185K +$260 +5 +0.1%
OIA
867
Optimum Investment Advisors
Illinois
$183K +$6.96K +134 +4%
IA
868
IFP Advisors
Florida
$183K +$68.5K +1,318 +60%
HI
869
Hudock Inc
Pennsylvania
$182K +$1.04K +20 +0.6%
BDWM
870
Brewin Dolphin Wealth Management
Ireland
$176K – – –
RE
871
RBC Europe
United Kingdom
$170K +$25.7K +494 +18%
CAL
872
Capital Analysts LLC
Pennsylvania
$166K -$5.04K -97 -3%
RMC
873
Resources Management Corp
Connecticut
$162K – – –
SC
874
Sawyer & Company
Massachusetts
$158K – – –
NSIM
875
North Star Investment Management
Illinois
$152K – – –
33 34
35
36 37