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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
876
Courier Capital
New York
$510K +$155 +2 +0%
DS
877
DRW Securities
Illinois
$510K +$513K +6,639 New
KW
878
Keyvantage Wealth
Pennsylvania
$506K +$509K +6,589 New
EWA
879
EP Wealth Advisors
California
$504K +$125K +1,622 +33%
KFGK
880
Keystone Financial Group (Kentucky)
Kentucky
$498K +$77 +1 +0%
AIM
881
Alhambra Investment Management
Florida
$496K – – –
QC
882
Quantessence Capital
New York
$496K +$499K +6,452 New
HKIM
883
Hayek Kallen Investment Management
Alabama
$494K – – –
GRP
884
Global Retirement Partners
California
$492K +$76.1K +985 +18%
MWM
885
Modera Wealth Management
New Jersey
$490K -$77K -996 -13%
CGL
886
Clarius Group LLC
Washington
$488K -$15.2K -197 -3%
SIM
887
Studio Investment Management
Illinois
$486K -$23.8K -308 -5%
BG
888
Bahl & Gaynor
Ohio
$485K -$95.8K -1,239 -16%
WJWM
889
Williams Jones Wealth Management
New York
$484K -$116K -1,503 -19%
FFG
890
Fiduciary Financial Group
California
$482K -$28.3K -366 -5%
RWPA
891
Richard W. Paul & Associates
Michigan
$479K -$22.3K -289 -4%
1C
892
111 Capital
France
$477K +$480K +6,214 New
SLG
893
Stanley-Laman Group
Pennsylvania
$476K – – –
BJL
894
Brighton Jones LLC
Washington
$475K -$8.81K -114 -2%
WPC
895
Wedmont Private Capital
Pennsylvania
$475K +$43.9K +568 +10%
RIA
896
Realta Investment Advisors
Delaware
$474K +$477K +6,165 New
TSW
897
Thompson Siegel & Walmsley
Virginia
$474K -$5.87K -76 -1%
EW
898
Elyxium Wealth
California
$472K +$41.5K +537 +10%
BAM
899
Berkshire Asset Management
Pennsylvania
$467K -$5.49K -71 -1%
EA
900
Ellsworth Advisors
Ohio
$464K +$97.1K +1,256 +26%
34 35
36
37 38