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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
926
Global Retirement Partners
California
$27K +$2.63K +56 +10%
PMFA
927
Plante Moran Financial Advisors
Michigan
$27K +$28.5K +607 New
GAM
928
Gemmer Asset Management
California
$26K – – –
PCA
929
Providence Capital Advisors
North Carolina
$26K – – –
WAP
930
Wealthcare Advisory Partners
Pennsylvania
$26K +$2.68K +57 +11%
GI
931
Gradient Investments
Minnesota
$26K +$7.61K +162 +38%
CJA
932
C-J Advisory
California
$24K – – –
ONST
933
Old North State Trust
North Carolina
$23K – – –
VVP
934
Vulcan Value Partners
Alabama
$23K – – –
AOWM
935
Alpha Omega Wealth Management
Virginia
$22K – – –
VEA
936
Virtus ETF Advisers
New York
$22K +$23.3K +495 New
TFO
937
Tarbox Family Office
California
$21K +$1.46K +31 +7%
BWA
938
BDO Wealth Advisors
Florida
$20K – – –
EARNEST Partners
939
EARNEST Partners
Georgia
$20K – – –
TNBTD
940
Trustmark National Bank Trust Department
Mississippi
$20K – – –
TL
941
TrueWealth LLC
Georgia
$20K +$2.77K +59 +15%
BBA
942
Braun-Bostich & Associates
Pennsylvania
$18K – – –
KLWA
943
Kelly Lawrence W & Associates
California
$18K – – –
SIM
944
Sonora Investment Management
Arizona
$18K – – –
QCIG
945
Quad-Cities Investment Group
Iowa
$18K +$141 +3 +0.7%
HIIFS
946
Harel Insurance Investments & Financial Services
Israel
$18K +$19.3K +411 New
PCP
947
Proficio Capital Partners
Massachusetts
$17K -$11.3K -240 -39%
TF
948
Tompkins Financial
New York
$17K – – –
AWM
949
Avior Wealth Management
Nebraska
$17K +$4.42K +94 +32%
FCB
950
First Command Bank
Texas
$16K – – –