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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
876
Tranquilli Financial Advisor
New Jersey
$566K -$275K -3,276 -33%
PWM
877
Perigon Wealth Management
California
$565K +$31.3K +372 +6%
MWM
878
Modern Wealth Management
Kansas
$564K -$4.37K -52 -0.8%
FNBTCON
879
First National Bank & Trust Co of Newtown
Pennsylvania
$563K – – –
RRA
880
Round Rock Advisors
Connecticut
$563K +$756 +9 +0.1%
ACM
881
Argent Capital Management
Missouri
$562K -$48.7K -580 -8%
RA
882
Ransom Advisory
Rhode Island
$561K – – –
FTF
883
Freedom Together Foundation
New York
$560K – – –
EWA
884
EP Wealth Advisors
California
$559K +$8.57K +102 +2%
SA
885
SRN Advisors
Pennsylvania
$557K -$708K -8,425 -56%
CC
886
Courier Capital
New York
$555K -$1.6K -19 -0.3%
WPC
887
Wedmont Private Capital
Pennsylvania
$550K +$65.8K +783 +12%
CF
888
Centaurus Financial
California
$548K +$53.4K +636 +11%
BJL
889
Brighton Jones LLC
Washington
$541K +$22.5K +268 +4%
AR
890
Apeiron RIA
Texas
$540K -$108K -1,284 -17%
HKIM
891
Hayek Kallen Investment Management
Alabama
$539K – – –
SC
892
Syon Capital
California
$539K +$83.1K +989 +18%
CAM
893
Cidel Asset Management
Ontario, Canada
$536K -$57.7K -687 -10%
VCM
894
Versant Capital Management
Arizona
$534K +$279K +3,324 +109%
FMLI
895
Fukoku Mutual Life Insurance
Japan
$533K -$85.6K -1,019 -14%
IWA
896
IVC Wealth Advisors
Pennsylvania
$531K -$95.8K -1,140 -15%
CGL
897
Clarius Group LLC
Washington
$531K -$1.85K -22 -0.3%
WJWM
898
Williams Jones Wealth Management
New York
$529K – – –
PTC
899
Petrus Trust Company
Texas
$520K -$146K -1,739 -22%
SLG
900
Stanley-Laman Group
Pennsylvania
$520K – – –
34 35
36
37 38