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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
976
SPWM Advisors
Michigan
$653K +$622K +5,624 New
RDWM
977
Red Door Wealth Management
Tennessee
$652K +$443 +4 +0.1%
SFWA
978
Summit Financial Wealth Advisors
Louisiana
$652K -$9.4K -85 -1%
SWM
979
SeaCrest Wealth Management
New York
$649K -$57K -515 -9%
BTI
980
Blue Trust Inc
Georgia
$646K +$553 +5 +0.1%
SFS
981
Stiles Financial Services
Minnesota
$642K +$214K +1,934 +54%
G
982
GenTrust
Florida
$641K +$20.7K +187 +4%
MWS
983
MFA Wealth Services
California
$640K -$35.9K -324 -6%
FDP
984
Financiere des Professionnels
Quebec, Canada
$640K – – –
SIM
985
Stratos Investment Management
Ohio
$639K +$2.32K +21 +0.4%
PTC
986
Philadelphia Trust Company
Pennsylvania
$638K – – –
WA
987
Wealthstar Advisors
Texas
$637K +$2.77K +25 +0.5%
SC
988
Sapient Capital
Indiana
$636K +$41.5K +375 +7%
FGA
989
Fortis Group Advisors
New Jersey
$633K – – –
AFC
990
Avise Financial Cooperative
California
$630K +$601K +5,431 New
FCM
991
Firestone Capital Management
Florida
$628K – – –
CPIA
992
Cornell Pochily Investment Advisors
New York
$628K -$11.3K -102 -2%
LS
993
Livforsakringsbolaget Skandia
Sweden
$625K – – –
TPCW
994
TD Private Client Wealth
New York
$622K +$12.3K +111 +2%
LRIA
995
Leonard Rickey Investment Advisors
Washington
$622K +$18K +163 +3%
CC
996
Centiva Capital
New York
$618K +$589K +5,324 New
EWM
997
Evercore Wealth Management
New York
$617K – – –
BEAM
998
Baker Ellis Asset Management
Washington
$615K – – –
TCM
999
Teza Capital Management
Illinois
$614K +$585K +5,290 New
ANTB
1000
AMG National Trust Bank
Colorado
$613K +$585K +5,283 New
38 39
40
41 42