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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
926
Reilly Financial Advisors
California
$95K – – –
PFBT
927
Parkside Financial Bank & Trust
Missouri
$95K +$7.73K +150 +9%
PCM
928
Penserra Capital Management
California
$89K -$13.2K -257 -13%
HWA
929
Heritage Wealth Advisors
Virginia
$88.9K – – –
CAM
930
Close Asset Management
United Kingdom
$87K -$1.94M -37,620 -96%
LC
931
Lindbrook Capital
California
$86K – – –
LWANC
932
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K -$1.5K -29 -2%
OIA
933
OneDigital Investment Advisors
Kansas
$83K -$7.63K -148 -8%
HDIM
934
Hanson & Doremus Investment Management
Vermont
$81K – – –
EAM
935
Erste Asset Management
Austria
$75.6K – – –
FA
936
Financial Advantage
Maryland
$72K – – –
NO
937
Ninety One
South Africa
$67K – – –
SIAS
938
Shine Investment Advisory Services
Colorado
$67K – – –
IWA
939
Intercontinental Wealth Advisors
Texas
$65K – – –
FHA
940
Flagship Harbor Advisors
Massachusetts
$65K +$5.31K +103 +9%
SAM
941
Strategy Asset Managers
California
$65K +$65.9K +1,279 New
CHP
942
Cable Hill Partners
Oregon
$64K -$15.8K -307 -19%
PCFFS
943
Pacific Center for Financial Services
California
$64K – – –
AWM
944
Aevitas Wealth Management
Massachusetts
$64K +$52 +1 +0.1%
SBL
945
Sargent Bickham Lagudis
Colorado
$63K -$17.2K -333 -21%
WPA
946
West Paces Advisors
Georgia
$62.5K – – –
ST
947
Sageworth Trust
Pennsylvania
$61K -$149K -2,895 -71%
ATC
948
Adirondack Trust Company
New York
$58K -$4.07K -79 -6%
SP
949
Symmetry Partners
Connecticut
$58K +$58.8K +1,141 New
THWM
950
Taylor Hoffman Wealth Management
Virginia
$57K – – –
36 37
38
39 40