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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
SeaCrest Wealth Management
New York
$547K +$22.8K +295 +4%
KFP
852
KMG Fiduciary Partners
Ohio
$545K -$1.7K -22 -0.3%
FGA
853
Fortis Group Advisors
New Jersey
$545K – – –
ME
854
McIlrath & Eck
Washington
$545K +$17.9K +231 +3%
MSWM
855
McGlone Suttner Wealth Management
Wisconsin
$544K +$32K +414 +6%
AIP
856
Ameritas Investment Partners
Nebraska
$544K -$30.2K -391 -5%
CAM
857
Cidel Asset Management
Ontario, Canada
$543K -$49.1K -635 -8%
PTC
858
Private Trust Company
Ohio
$543K +$66.9K +866 +14%
MFG
859
Merit Financial Group
Georgia
$540K +$311K +4,030 +134%
FFA
860
First Foundation Advisors
California
$540K – – –
CPIA
861
Cornell Pochily Investment Advisors
New York
$539K -$7.19K -93 -1%
CCG
862
Catalina Capital Group
California
$538K +$16.3K +211 +3%
PCS
863
Personal CFO Solutions
New Jersey
$531K +$175K +2,263 +49%
SDAM
864
Shulman DeMeo Asset Management
New York
$531K +$3.17K +41 +0.6%
JFA
865
JNBA Financial Advisors
Minnesota
$530K -$42.4K -548 -7%
BWP
866
BSW Wealth Partners
Colorado
$528K +$4.41K +57 +0.8%
FNBT
867
FineMark National Bank & Trust
Florida
$525K – – –
PWM
868
Perigon Wealth Management
California
$524K +$33.3K +431 +7%
CFM
869
Catalyst Funds Management
Australia
$522K -$77.3K -1,000 -13%
MWM
870
Modern Wealth Management
Kansas
$520K +$72.8K +942 +16%
FNBTCON
871
First National Bank & Trust Co of Newtown
Pennsylvania
$516K – – –
RRA
872
Round Rock Advisors
Connecticut
$515K +$1.08K +14 +0.2%
SFWA
873
Summit Financial Wealth Advisors
Louisiana
$515K – – –
RA
874
Ransom Advisory
Rhode Island
$514K -$23.2K -300 -4%
FTF
875
Freedom Together Foundation
New York
$513K -$1.93M -25,000 -79%
33 34
35
36 37