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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
951
JNBA Financial Advisors
Minnesota
$438K -$142K -1,686 -24%
KA
952
Kovack Advisors
Florida
$437K -$4.79K -57 -1%
MWM
953
Modera Wealth Management
New Jersey
$437K -$98.8K -1,176 -18%
BEAM
954
Baker Ellis Asset Management
Washington
$435K – – –
SI
955
Severin Investments
Missouri
$430K +$5.63K +67 +1%
FMII
956
Farmers & Merchants Investments Inc
Nebraska
$429K +$16.8K +200 +4%
DWT
957
Dorsey & Whitney Trust
South Dakota
$428K +$3.78K +45 +0.9%
AIM
958
Aigen Investment Management
New York
$425K +$426K +5,071 New
BAM
959
Blueshift Asset Management
New Jersey
$424K -$416K -4,948 -49%
FNT
960
First Nebraska Trust
Nebraska
$424K -$21K -250 -5%
RCA
961
Resonant Capital Advisors
Wisconsin
$423K +$33.6K +400 +9%
GIA
962
GHP Investment Advisors
Colorado
$423K – – –
HCM
963
Hutchinson Capital Management
California
$422K – – –
G
964
GenTrust
Florida
$421K -$504 -6 -0.1%
NG
965
Northstar Group
New York
$421K -$4.79K -57 -1%
UAG
966
United Advisor Group
Ohio
$420K -$279K -3,325 -40%
CWA
967
CM Wealth Advisors
Ohio
$419K – – –
SA
968
Sicart Associates
New York
$419K – – –
CLOS
969
Compagnie Lombard Odier SCmA
Switzerland
$419K +$420K +5,000 New
BWP
970
BSW Wealth Partners
Colorado
$415K -$162K -1,924 -28%
BHWM
971
Bar Harbor Wealth Management
New Hampshire
$414K – – –
WDC
972
Woodward Diversified Capital
California
$408K +$22.6K +269 +6%
IIM
973
Ironwood Investment Management
Massachusetts
$407K – – –
MEAC
974
M.E. Allison & Co
Texas
$405K +$84 +1 +0%
CCG
975
Catalina Capital Group
California
$404K -$184K -2,195 -31%
37 38
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