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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
SeaCrest Wealth Management
New York
$636K -$2.73K -23 -0.4%
IWA
1002
IVC Wealth Advisors
Pennsylvania
$634K -$37.5K -315 -6%
EWM
1003
Evercore Wealth Management
New York
$630K – – –
VCA
1004
Verdence Capital Advisors
Maryland
$629K -$1.33M -11,168 -68%
BEAM
1005
Baker Ellis Asset Management
Washington
$629K – – –
AGWCA
1006
Annis Gardner Whiting Capital Advisors
Florida
$627K -$42.6K -358 -6%
FAG
1007
Fortitude Advisory Group
Washington
$626K – – –
VST
1008
Van Strum & Towne
California
$626K – – –
SA
1009
SPWM Advisors
Michigan
$623K -$113K -954 -17%
AFC
1010
Avise Financial Cooperative
California
$621K -$23.8K -200 -4%
RCP
1011
Rothschild Capital Partners
New York
$620K +$622K +5,228 New
NAM
1012
NorthCrest Asset Manangement
Minnesota
$617K -$103K -870 -15%
OAM
1013
Oppenheimer Asset Management
New York
$616K +$617K +5,191 New
RL
1014
Rogco LP
Oklahoma
$611K -$60.5K -509 -9%
WAU
1015
Wellington-Altus USA
Manitoba, Canada
$609K +$30.9K +260 +7%
SAM
1016
Secure Asset Management
Michigan
$607K +$609K +5,119 New
AC
1017
Avestar Capital
New York
$607K +$27K +227 +5%
IA
1018
IFP Advisors
Florida
$602K +$145K +1,222 +32%
VFA
1019
Valeo Financial Advisors
Indiana
$602K -$305K -2,565 -34%
LRIA
1020
Leonard Rickey Investment Advisors
Washington
$602K -$33.4K -281 -5%
SPC
1021
Sigma Planning Corp
Michigan
$601K +$146K +1,224 +32%
GIA
1022
GHP Investment Advisors
Colorado
$599K +$714 +6 +0.1%
MWM
1023
Modera Wealth Management
New Jersey
$598K +$119 +1 +0%
SIM
1024
Studio Investment Management
Illinois
$598K -$10.5K -88 -2%
VDC
1025
Van Diest Capital
Iowa
$597K +$386K +3,245 +182%
39 40
41
42 43