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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1001
Simplicity Wealth
New Jersey
$253K -$427K -6,498 -65%
AI
1002
Accredited Investors
Minnesota
$252K -$132K -2,000 -36%
FBT
1003
First Bank & Trust
South Dakota
$246K – – –
APW
1004
Austin Private Wealth
Texas
$246K -$8.95K -136 -4%
NL
1005
NWAM LLC
Washington
$245K +$225K +3,414 New
AFG
1006
Argent Financial Group
Louisiana
$245K +$224K +3,406 New
MIM
1007
Marco Investment Management
Georgia
$244K +$224K +3,400 New
DWM
1008
Drive Wealth Management
Utah
$244K +$224K +3,399 New
HCMG
1009
Howard Capital Management Group
California
$243K – – –
BFA
1010
Bill Few Associates
Pennsylvania
$242K -$658 -10 -0.3%
SIM
1011
Sentry Investment Management
Wisconsin
$240K +$220K +3,346 New
BCG
1012
Breakwater Capital Group
New Jersey
$240K +$219K +3,334 New
SFP
1013
Sandbox Financial Partners
Maryland
$238K +$218K +3,318 New
FCIM
1014
Fairview Capital Investment Management
California
$238K +$218K +3,307 New
AFP
1015
Ausdal Financial Partners
Iowa
$236K +$216K +3,288 New
BOH
1016
Bank of Hawaii
Hawaii
$234K +$214K +3,250 New
SWM
1017
Spire Wealth Management
Virginia
$232K -$19.5K -296 -8%
KSB
1018
Kennebec Savings Bank
Maine
$231K +$211K +3,215 New
TF
1019
Tompkins Financial
New York
$231K +$14.7K +224 +7%
CAL
1020
Capital Analysts LLC
Pennsylvania
$230K – – –
SP
1021
Stablepoint Partners
Massachusetts
$229K -$5K -76 -2%
IIC
1022
Ironwood Investment Counsel
Arizona
$229K +$210K +3,187 New
SW
1023
SteelPeak Wealth
California
$229K +$209K +3,182 New
HTC
1024
Haverford Trust Company
Pennsylvania
$228K +$209K +3,172 New
ESB
1025
Essex Savings Bank
Connecticut
$228K +$209K +3,172 New
39 40
41
42 43