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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
926
Krane Funds Advisors
New York
$217K -$343K -5,960 -61%
CF
927
Centaurus Financial
California
$216K +$8.17K +142 +4%
EP
928
Edgestream Partners
New Jersey
$216K +$214K +3,722 New
DCM
929
Dupont Capital Management
Delaware
$215K -$202K -3,513 -49%
BCM
930
Bluefin Capital Management
New York
$215K +$213K +3,700 New
WCP
931
Welch Capital Partners
New York
$215K +$213K +3,701 New
NSB
932
Norway Savings Bank
Maine
$213K -$2.88K -50 -1%
JWA
933
JFS Wealth Advisors
Pennsylvania
$213K +$5.12K +89 +2%
SIC
934
Schwartz Investment Counsel
Michigan
$213K +$211K +3,664 New
SL
935
Summitry LLC
California
$212K +$210K +3,645 New
SWM
936
Segment Wealth Management
Texas
$211K +$209K +3,627 New
CSB
937
City State Bank
Iowa
$210K +$208K +3,621 New
DA
938
DCM Advisors
New York
$208K +$206K +3,588 New
GAG
939
GM Advisory Group
New York
$206K +$204K +3,542 New
HI
940
Hudock Inc
Pennsylvania
$205K +$1.03K +18 +0.5%
MWM
941
Madison Wealth Management
Ohio
$205K +$203K +3,523 New
CWM
942
Chemistry Wealth Management
New York
$205K +$203K +3,529 New
NLP
943
Next Level Private
New York
$205K +$203K +3,529 New
SC
944
Savant Capital
Illinois
$204K +$202K +3,507 New
BLAM
945
Bourne Lent Asset Management
New York
$203K +$201K +3,500 New
WFAG
946
Wescott Financial Advisory Group
Pennsylvania
$202K +$200K +3,482 New
RCG
947
Regatta Capital Group
California
$202K +$200K +3,484 New
BBNA
948
Bremer Bank National Association
Minnesota
$201K +$199K +3,455 New
TIA
949
Tiemann Investment Advisors
California
$200K +$199K +3,452 New
BDWM
950
Brewin Dolphin Wealth Management
Ireland
$197K – – –
36 37
38
39 40