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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1001
Sound View Wealth Advisors Group
Georgia
$207K -$32.2K -556 -14%
FBT
1002
First Bank & Trust
South Dakota
$205K +$198K +3,429 New
FCP
1003
Fidelis Capital Partners
Florida
$205K +$192K +3,321 New
LJHT
1004
Laurie J. Hall Trustee
$204K – – –
HCMG
1005
Howard Capital Management Group
California
$203K +$196K +3,387 New
BFA
1006
Bill Few Associates
Pennsylvania
$203K +$196K +3,384 New
HT
1007
Heritage Trust
Oklahoma
$200K +$193K +3,341 New
CAL
1008
Capital Analysts LLC
Pennsylvania
$192K – – –
NSIM
1009
North Star Investment Management
Illinois
$181K -$1.68K -29 -0.9%
AGWCA
1010
Annis Gardner Whiting Capital Advisors
Florida
$180K -$3.41K -59 -2%
CJL
1011
Cyrus J. Lawrence
New York
$180K – – –
TF
1012
Tompkins Financial
New York
$179K -$579 -10 -0.3%
SAM
1013
Smartleaf Asset Management
Massachusetts
$175K +$23.4K +405 +16%
CFG
1014
CKW Financial Group
Hawaii
$174K – – –
PWMA
1015
Pension & Wealth Management Advisors
Massachusetts
$172K +$26.2K +452 +19%
CHC
1016
City Holding Co
West Virginia
$170K -$10.1K -175 -6%
IAIM
1017
International Assets Investment Management
Florida
$163K +$5.84K +101 +0.6%
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$159K +$2.55K +44 +2%
IRC
1019
Investors Research Corp
Georgia
$157K – – –
MPWT
1020
MassMutual Private Wealth & Trust
Connecticut
$157K +$46.1K +796 +44%
WB
1021
Webster Bank
Connecticut
$156K – – –
BWM
1022
Bullock Wealth Management
Indiana
$156K +$24.5K +424 +20%
WTA
1023
Washington Trust Advisors
Massachusetts
$155K +$7.12K +123 +5%
BIA
1024
Bell Investment Advisors
California
$153K – – –
WSCM
1025
Wellington Shields Capital Management
New York
$150K – – –
39 40
41
42 43