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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
876
Confluence Wealth Services
Pennsylvania
$248K +$246K +4,277 New
BTW
877
Boston Trust Walden
Massachusetts
$247K -$5.75K -100 -2%
DT
878
Diversified Trust
Tennessee
$246K -$310K -5,393 -56%
OIA
879
OneDigital Investment Advisors
Kansas
$245K -$75.4K -1,311 -24%
AP
880
Appleton Partners
Massachusetts
$245K +$243K +4,225 New
B
881
Bailard
California
$244K -$20K -347 -8%
JWCA
882
J.W. Cole Advisors
Florida
$244K +$5.12K +89 +2%
NP
883
NorthRock Partners
Minnesota
$244K +$241K +4,198 New
PCA
884
Peddock Capital Advisors
Massachusetts
$243K – – –
AWA
885
Arete Wealth Advisors
Illinois
$243K +$239K +4,154 New
FG
886
Fiduciary Group
Georgia
$242K – – –
ACM
887
Advisors Capital Management
New Jersey
$242K +$239K +4,161 New
MWP
888
MYCIO Wealth Partners
Pennsylvania
$241K – – –
BOH
889
Bank of Hawaii
Hawaii
$239K – – –
MCWS
890
McKinley Carter Wealth Services
West Virginia
$238K -$28.8K -500 -11%
PCMC
891
Paragon Capital Management (Colorado)
Colorado
$237K -$2.82K -49 -1%
FI
892
Fractal Investments
Connecticut
$237K +$234K +4,076 New
TC
893
Trust Company
Kansas
$236K -$63.7K -1,108 -21%
BFPW
894
BOK Financial Private Wealth
Colorado
$235K +$232K +4,043 New
RCM
895
Radnor Capital Management
Pennsylvania
$235K +$233K +4,045 New
MFGM
896
Marshall Financial Group (Maryland)
Maryland
$234K – – –
SAS
897
Sanford Advisory Services
Michigan
$234K – – –
VWA
898
V Wealth Advisors
Kansas
$234K – – –
BAM
899
Blueshift Asset Management
New Jersey
$233K -$10.6M -184,034 -98%
GA
900
GraniteShares Advisors
New York
$233K +$232K +4,027 New
34 35
36
37 38