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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
851
Argus Investors Counsel
New York
$613K -$24.5K -292 -4%
LWM
852
Lionshead Wealth Management
New York
$612K -$124K -1,473 -17%
SWP
853
Sagespring Wealth Partners
Tennessee
$610K +$171K +2,030 +39%
PTC
854
Private Trust Company
Ohio
$610K +$16.7K +199 +3%
CI
855
Cigna Investments
Connecticut
$609K -$23.9K -284 -4%
BMC
856
Benin Management Corp
Connecticut
$608K -$263K -3,130 -30%
VEA
857
Virtus ETF Advisers
New York
$608K -$654K -7,788 -52%
KWM
858
Kingsman Wealth Management
Florida
$604K +$605K +7,200 New
PCS
859
Personal CFO Solutions
New Jersey
$597K +$17.6K +210 +3%
RIA
860
Realta Investment Advisors
Delaware
$596K +$78.7K +936 +15%
OFG
861
Oxford Financial Group
Indiana
$595K -$14K -167 -2%
KFP
862
KMG Fiduciary Partners
Ohio
$594K -$1.68K -20 -0.3%
EW
863
Elyxium Wealth
California
$593K +$78.7K +936 +15%
NWWA
864
New Wave Wealth Advisors
Arkansas
$593K +$120K +1,427 +25%
OAM
865
Oxford Asset Management
United Kingdom
$591K +$593K +7,051 New
FFA
866
First Foundation Advisors
California
$589K – – –
KFGK
867
Keystone Financial Group (Kentucky)
Kentucky
$588K +$42.3K +503 +8%
WA
868
Wealthstar Advisors
Texas
$586K +$588K +6,992 New
AIP
869
Ameritas Investment Partners
Nebraska
$584K -$10.3K -122 -2%
FFS
870
Founders Financial Securities
Maryland
$583K -$33.1K -394 -5%
SDAM
871
Shulman DeMeo Asset Management
New York
$582K +$3.11K +37 +0.5%
FIM
872
Freedom Investment Management
Connecticut
$579K +$180K +2,137 +45%
FNBT
873
FineMark National Bank & Trust
Florida
$573K – – –
KIM
874
Kane Investment Management
California
$570K +$571K +6,800 New
FGA
875
Fortis Group Advisors
New Jersey
$567K -$28.7K -342 -5%
33 34
35
36 37