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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
976
Evercore Wealth Management
New York
$225K – – –
BDA
977
Borer Denton & Associates
Pennsylvania
$225K +$215K +3,900 New
JWCA
978
J.W. Cole Advisors
Florida
$224K +$1.71K +31 +0.8%
RWM
979
RKL Wealth Management
Pennsylvania
$223K – – –
BIG
980
Brooklyn Investment Group
New York
$220K -$2.04K -37 -0.9%
NB
981
Northwest Bancshares
Pennsylvania
$220K +$211K +3,825 New
TIA
982
Tiemann Investment Advisors
California
$219K +$209K +3,802 New
SYBT
983
Stock Yards Bank & Trust
Kentucky
$219K -$27.5K -500 -12%
IAS
984
Insigneo Advisory Services
Florida
$219K +$209K +3,794 New
MAM
985
MMA Asset Management
Pennsylvania
$219K +$209K +3,800 New
TCWM
986
Total Clarity Wealth Management
Illinois
$218K +$208K +3,786 New
WSTAM
987
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$80.6K -1,464 -28%
GWM
988
GDS Wealth Management
Texas
$218K +$208K +3,777 New
OLA
989
Oliver Luxxe Assets
New Jersey
$217K +$208K +3,773 New
TWP
990
Tyche Wealth Partners
Texas
$217K -$246K -4,465 -54%
VAM
991
Verity Asset Management
North Carolina
$215K +$206K +3,738 New
CA
992
Clearstead Advisors
Ohio
$215K -$17.9K -326 -8%
OKSA
993
O'Keefe Stevens Advisory
New York
$214K +$204K +3,710 New
DWM
994
Dorchester Wealth Management
Quebec, Canada
$213K +$204K +3,700 New
CA
995
Commerzbank Aktiengesellschaft
Germany
$213K +$203K +3,682 New
WCP
996
Welch Capital Partners
New York
$213K +$204K +3,701 New
MHC
997
Meyer Handelman Company
New York
$213K +$203K +3,696 New
BTW
998
Boston Trust Walden
Massachusetts
$212K -$25.4K -462 -11%
EWM
999
Empirical Wealth Management
Washington
$209K +$200K +3,632 New
KC
1000
Kingfisher Capital
North Carolina
$209K +$199K +3,619 New
38 39
40
41 42