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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1001
Dumont & Blake Investment Advisors
New Jersey
$356K -$5.02K -65 -1%
CCG
1002
Cypress Capital Group
Florida
$355K -$354K -4,580 -50%
MCA
1003
Martin Capital Advisors
Texas
$354K – – –
CWA
1004
Crux Wealth Advisors
California
$353K +$356K +4,600 New
WDC
1005
Woodward Diversified Capital
California
$353K -$213K -2,758 -38%
CCP
1006
Clarity Capital Partners
California
$346K +$6.72K +87 +2%
LGA
1007
Lebenthal Global Advisors
New York
$345K -$971K -12,562 -74%
SVWAG
1008
Sound View Wealth Advisors Group
Georgia
$345K +$54.1K +700 +18%
WBCM
1009
Wilson & Boucher Capital Management
California
$343K -$7.73K -100 -2%
CHP
1010
Cable Hill Partners
Oregon
$343K -$9.58K -124 -3%
WFC
1011
Western Financial Corp
California
$342K +$344K +4,454 New
NCFG
1012
New Century Financial Group
New Jersey
$342K +$344K +4,446 New
HIIFS
1013
Harel Insurance Investments & Financial Services
Israel
$342K +$344K +4,451 New
FCH
1014
Freestone Capital Holdings
Washington
$341K -$2.01K -26 -0.6%
TCM
1015
Tradewinds Capital Management
Washington
$341K +$335K +4,339 +4,339%
BWCS
1016
Beirne Wealth Consulting Services
Connecticut
$338K – – –
SBIA
1017
Sheaff Brock Investment Advisors
Indiana
$338K – – –
OBGC
1018
O'Brien Greene & Co
Pennsylvania
$337K – – –
MLA
1019
My Legacy Advisors
Oregon
$335K +$23K +298 +8%
HAM
1020
Hickory Asset Management
Ohio
$332K +$334K +4,320 New
BGAI
1021
Bruce G. Allen Investments
Colorado
$329K +$19.8K +256 +6%
SW
1022
Simplicity Wealth
New Jersey
$329K +$58.5K +757 +22%
CNBOF
1023
City National Bank of Florida
Florida
$329K +$331K +4,277 New
FG
1024
Fiduciary Group
Georgia
$328K – – –
FCI
1025
Financial Counselors Inc
Kansas
$327K +$14.2K +184 +5%
39 40
41
42 43