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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
901
Prospera Financial Services
Texas
$285K +$30.6K +528 +13%
WSC
902
Wellington Shields & Co
New York
$284K +$2.43K +42 +0.9%
GIA
903
GHP Investment Advisors
Colorado
$283K – – –
LSAG
904
Lake Street Advisors Group
New Hampshire
$281K +$9.89K +171 +4%
PI
905
PFG Investments
New York
$281K -$9.66K -167 -3%
SQA
906
Simon Quick Advisors
New Jersey
$280K +$15.3K +265 +6%
JCM
907
Janney Capital Management
Pennsylvania
$280K – – –
BFWM
908
Bright Futures Wealth Management
New York
$280K +$2.31K +40 +0.9%
BLC
909
Brown, Lisle/Cummings
Rhode Island
$279K – – –
GCA
910
Genesee Capital Advisors
New York
$279K – – –
GP
911
Girard Partners
Pennsylvania
$277K +$58 +1 +0%
MCA
912
Martin Capital Advisors
Texas
$276K – – –
NLP
913
Next Level Private
New York
$276K +$2.78K +48 +1%
AWM
914
Avior Wealth Management
Nebraska
$275K -$258K -4,456 -49%
OWA
915
One Wealth Advisors
California
$275K -$3.65K -63 -1%
DWT
916
Dorsey & Whitney Trust
South Dakota
$275K -$50.8K -878 -16%
WBCM
917
Wilson & Boucher Capital Management
California
$273K -$7.23K -125 -3%
SWA
918
Sax Wealth Advisors
New Jersey
$272K +$263K +4,546 New
UB
919
UMB Bank
Missouri
$270K +$33.7K +583 +15%
ACS
920
Archford Capital Strategies
Illinois
$266K -$1.56K -27 -0.6%
FCH
921
Freestone Capital Holdings
Washington
$266K +$5.67K +98 +2%
CCP
922
Clarity Capital Partners
California
$265K +$1.56K +27 +0.6%
BWCS
923
Beirne Wealth Consulting Services
Connecticut
$264K – – –
SBIA
924
Sheaff Brock Investment Advisors
Indiana
$264K – – –
OBGC
925
O'Brien Greene & Co
Pennsylvania
$263K – – –
35 36
37
38 39