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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
976
Verity Asset Management
North Carolina
$224K – – –
SB
977
Strategic Blueprint
Georgia
$224K +$7.81K +135 +4%
OKSA
978
O'Keefe Stevens Advisory
New York
$223K +$405 +7 +0.2%
MAM
979
MMA Asset Management
Pennsylvania
$222K -$5.27K -91 -2%
WCP
980
Welch Capital Partners
New York
$222K – – –
DWM
981
Dorchester Wealth Management
Quebec, Canada
$222K – – –
SYBT
982
Stock Yards Bank & Trust
Kentucky
$221K -$5.79K -100 -3%
MHC
983
Meyer Handelman Company
New York
$221K – – –
BIG
984
Brooklyn Investment Group
New York
$220K – – –
BBA
985
Baader Bank Aktiengesellschaft
Germany
$219K +$212K +3,661 New
KC
986
Kingfisher Capital
North Carolina
$218K +$868 +15 +0.4%
SDWMA
987
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K -$74.3K -1,284 -26%
TPCM
988
Templeton & Phillips Capital Management
Tennessee
$216K +$208K +3,601 New
BTW
989
Boston Trust Walden
Massachusetts
$214K -$5.79K -100 -3%
PCM
990
Penserra Capital Management
California
$214K +$1.85K +32 +0.9%
APW
991
Austin Private Wealth
Texas
$213K +$206K +3,553 New
CAAS
992
Capital Asset Advisory Services
Michigan
$212K +$204K +3,527 New
MCWS
993
McKinley Carter Wealth Services
West Virginia
$212K +$984 +17 +0.5%
SP
994
Stablepoint Partners
Massachusetts
$211K +$189K +3,267 New
SWM
995
Spire Wealth Management
Virginia
$211K -$62.5K -1,080 -23%
RCG
996
Regatta Capital Group
California
$209K -$2.14K -37 -1%
AC
997
Abbrea Capital
California
$209K -$4.92K -85 -2%
ACM
998
Advisors Capital Management
New Jersey
$209K +$202K +3,492 New
CTC
999
Central Trust Company
Missouri
$208K +$15.6K +269 +8%
EA
1000
Ellsworth Advisors
Ohio
$207K +$200K +3,463 New
38 39
40
41 42