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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
851
Advisors Capital Management
New Jersey
$248K +$47K +827 +20%
VCM
852
Vivaldi Capital Management
Illinois
$247K -$455 -8 -0.1%
CG
853
Colony Group
Massachusetts
$247K +$61.7K +1,085 +28%
EA
854
Ellsworth Advisors
Ohio
$242K +$2.1K +37 +0.7%
IIM
855
Ironwood Investment Management
Massachusetts
$241K – – –
ME
856
McIlrath & Eck
Washington
$241K +$9.1K +160 +3%
AWC
857
Abundance Wealth Counselors
Pennsylvania
$239K – – –
MWM
858
Meridian Wealth Management
Kentucky
$238K -$79.5K -1,398 -23%
MA
859
Mezzasalma Advisors
New Jersey
$237K – – –
WBG
860
Wharton Business Group
Pennsylvania
$237K – – –
HSA
861
HBK Sorce Advisory
Pennsylvania
$237K +$512 +9 +0.2%
GIA
862
GHP Investment Advisors
Colorado
$234K – – –
SCM
863
Shelton Capital Management
Colorado
$233K -$27.9K -490 -9%
CHC
864
City Holding Co
West Virginia
$233K -$4.26K -75 -2%
WDL
865
Well Done LLC
Michigan
$233K +$2.73K +48 +1%
GCA
866
Genesee Capital Advisors
New York
$232K – – –
BLC
867
Brown, Lisle/Cummings
Rhode Island
$232K – – –
CFGS
868
Concourse Financial Group Securities
Alabama
$231K -$9.84K -173 -4%
GW
869
GW & Wade
Massachusetts
$231K +$398 +7 +0.2%
BHBT
870
Burke & Herbert Bank & Trust
Virginia
$229K -$45K -792 -15%
FMII
871
Farmers & Merchants Investments Inc
Nebraska
$227K – – –
CP
872
CenterBook Partners
Connecticut
$227K +$260K +4,572 New
NERM
873
New England Research & Management
Illinois
$225K -$5.4K -95 -2%
GP
874
Girard Partners
Pennsylvania
$225K – – –
KTC
875
Kistler-Tiffany Companies
Pennsylvania
$225K – – –
33 34
35
36 37