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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
951
Sax Wealth Advisors
New Jersey
$397K +$399K +5,161 New
SIM
952
Stratos Investment Management
Ohio
$393K +$11K +142 +3%
NG
953
Northstar Group
New York
$390K +$7.65K +99 +2%
DWT
954
Dorsey & Whitney Trust
South Dakota
$389K +$22.7K +294 +6%
SI
955
Severin Investments
Missouri
$388K +$391K +5,054 New
GIA
956
GHP Investment Advisors
Colorado
$388K – – –
HCM
957
Hutchinson Capital Management
California
$387K – – –
IFA
958
Index Fund Advisors
California
$387K – – –
JWCA
959
J.W. Cole Advisors
Florida
$386K +$96.5K +1,249 +33%
FA
960
FDx Advisors
Illinois
$386K -$110K -1,422 -22%
G
961
GenTrust
Florida
$386K +$1.78K +23 +0.5%
CCFM
962
Clear Creek Financial Management
Washington
$385K -$33.7K -436 -8%
VF
963
Virtu Financial
New York
$385K -$127K -1,649 -25%
AC
964
Avestar Capital
New York
$385K -$232 -3 -0.1%
MIP
965
Marietta Investment Partners
Wisconsin
$384K +$387K +5,001 New
CWA
966
CM Wealth Advisors
Ohio
$384K – – –
RPC
967
Rossmore Private Capital
Connecticut
$384K – – –
SA
968
Sicart Associates
New York
$384K – – –
MA
969
Mutual Advisors
Nebraska
$383K -$232 -3 -0.1%
FC
970
FORA Capital
Florida
$382K +$385K +4,978 New
MIM
971
Morningstar Investment Management
Illinois
$380K -$1.15M -14,914 -75%
HCM
972
Howard Capital Management
Georgia
$379K +$19.5K +252 +5%
BHWM
973
Bar Harbor Wealth Management
New Hampshire
$379K – – –
FMII
974
Farmers & Merchants Investments Inc
Nebraska
$378K – – –
TPI
975
Trust Point Inc
Wisconsin
$377K -$8.5K -110 -2%
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