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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
901
Leavell Investment Management
Alabama
$598K +$340K +4,000 +156%
AR
902
Apeiron RIA
Texas
$590K +$3.31K +39 +0.6%
HKIM
903
Hayek Kallen Investment Management
Alabama
$586K – – –
ACM
904
Aster Capital Management
United Arab Emirates
$584K +$545K +6,414 New
AC
905
Avestar Capital
New York
$581K +$160K +1,879 +42%
WJWM
906
Williams Jones Wealth Management
New York
$574K – – –
DA
907
Denali Advisors
California
$574K -$197K -2,324 -27%
SS
908
Sunbelt Securities
Texas
$573K -$39.1K -461 -6%
LCGC
909
Legacy Capital Group California
California
$572K -$933K -10,989 -64%
MA
910
Mutual Advisors
Nebraska
$571K +$64.4K +758 +15%
O
911
Ossiam
France
$571K +$373K +4,390 +234%
IWA
912
IVC Wealth Advisors
Pennsylvania
$569K -$7.47K -88 -1%
GC
913
Grimes & Company
Massachusetts
$566K +$16.6K +196 +3%
SWM
914
SeaCrest Wealth Management
New York
$565K +$16.7K +197 +3%
SLG
915
Stanley-Laman Group
Pennsylvania
$565K – – –
FGA
916
Fortis Group Advisors
New Jersey
$564K -$47.8K -563 -8%
AC
917
Addison Capital
Pennsylvania
$564K +$85 +1 +0%
AIM
918
Alhambra Investment Management
Florida
$563K – – –
OAM
919
Oppenheimer Asset Management
New York
$562K +$3.57K +42 +0.7%
TSW
920
Thompson Siegel & Walmsley
Virginia
$562K – – –
AI
921
Atom Investors
Texas
$560K – – –
FIM
922
Freedom Investment Management
Connecticut
$559K -$64.8K -763 -11%
OWA
923
One Wealth Advisors
California
$555K -$178K -2,093 -26%
FMLI
924
Fukoku Mutual Life Insurance
Japan
$555K -$22.1K -260 -4%
WMWM
925
Whitaker-Myers Wealth Managers
Ohio
$554K +$133K +1,572 +35%
35 36
37
38 39