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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
876
Canton Hathaway
Rhode Island
$47K -$44.5K -1,000 -49%
CRC
877
Curi RMB Capital
Illinois
$47K +$46.5K +1,044 New
M
878
Mirova
France
$46K +$4.1K +92 +10%
GCM
879
Gables Capital Management
Florida
$45K – – –
MCA
880
Mercer Capital Advisers
New Jersey
$45K – – –
PFO
881
Pathstone Family Office
New Jersey
$45K +$8.9K +200 +25%
BWM
882
Baystate Wealth Management
Massachusetts
$45K +$35.6K +799 +386%
BCM
883
Bourgeon Capital Management
Connecticut
$45K +$44.5K +1,000 New
ACM
884
AUA Capital Management
Pennsylvania
$44K – – –
SCA
885
Stonebridge Capital Advisors
Minnesota
$44K – – –
TI
886
Truehand Inc
New Hampshire
$43K – – –
FPFS
887
First Personal Financial Services
North Carolina
$42K +$2K +45 +5%
PCM
888
Penserra Capital Management
California
$39K +$39.3K +882 New
QAM
889
QCI Asset Management
New York
$38K – – –
FIB
890
First Interstate Bank
Montana
$37K -$7.12K -160 -16%
EWM
891
Edge Wealth Management
New York
$37K – – –
PCIA
892
Prime Capital Investment Advisors
Kansas
$37K – – –
PB
893
Pinnacle Bancorp
Nebraska
$36K – – –
SCM
894
Silvant Capital Management
Georgia
$35K -$7.57K -170 -18%
WWM
895
Willingdon Wealth Management
North Carolina
$35K +$2.89K +65 +9%
CAM
896
Close Asset Management
United Kingdom
$34K -$77K -1,730 -70%
FCA
897
FinTrust Capital Advisors
South Carolina
$34K -$69.4K -1,558 -67%
LGWM
898
Litman Gregory Wealth Management
California
$32K -$31K -697 -50%
BFC
899
Bedel Financial Consulting
Indiana
$32K – – –
GRP
900
Global Retirement Partners
California
$32K +$4.1K +92 +15%
34 35
36
37 38