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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1001
JNBA Financial Advisors
Minnesota
$445K -$28K -330 -6%
BTI
1002
Blue Trust Inc
Georgia
$442K +$36.9K +434 +10%
IIM
1003
Ironwood Investment Management
Massachusetts
$442K – – –
IA
1004
IFP Advisors
Florida
$441K -$16.7K -197 -4%
PCIA
1005
Prime Capital Investment Advisors
Kansas
$440K -$215K -2,532 -34%
TPCW
1006
TD Private Client Wealth
New York
$437K +$109K +1,280 +36%
WBG
1007
Wharton Business Group
Pennsylvania
$436K – – –
NB
1008
Northwest Bancshares
Pennsylvania
$436K – – –
WSC
1009
Wellington Shields & Co
New York
$432K – – –
JWA
1010
JFS Wealth Advisors
Pennsylvania
$432K +$44.8K +527 +13%
WB
1011
WesBanco Bank
West Virginia
$432K +$7.56K +89 +2%
NLP
1012
Next Level Private
New York
$431K -$2.97K -35 -0.7%
BG
1013
Bahl & Gaynor
Ohio
$431K +$4.59K +54 +1%
CCG
1014
Catalina Capital Group
California
$430K -$7.73K -91 -2%
MWM
1015
Meridian Wealth Management
Kentucky
$428K +$98.1K +1,155 +33%
PI
1016
PFG Investments
New York
$427K +$18.1K +213 +5%
JCM
1017
Janney Capital Management
Pennsylvania
$426K – – –
BBA
1018
Baader Bank Aktiengesellschaft
Germany
$426K +$72.3K +852 +22%
AW
1019
Alteri Wealth
California
$425K +$121K +1,425 +44%
FCH
1020
Freestone Capital Holdings
Washington
$424K +$15.6K +184 +4%
AAS
1021
AdviceOne Advisory Services
Connecticut
$423K – – –
PCM
1022
Penserra Capital Management
California
$422K -$679K -7,998 -63%
JCIA
1023
Jackson Creek Investment Advisors
Colorado
$422K -$67.3K -792 -15%
MCA
1024
Martin Capital Advisors
Texas
$420K – – –
SPC
1025
Sigma Planning Corp
Michigan
$419K -$73.8K -869 -16%
39 40
41
42 43