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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
VNB
1051
Virginia National Bank
Virginia
– -$297K -7,112 Closed
FCH
1052
Freestone Capital Holdings
Washington
– -$292K -6,998 Closed
B
1053
Barings
North Carolina
– -$268K -6,415 Closed
ICG
1054
InterOcean Capital Group
Tennessee
– -$259K -6,198 Closed
Fisher Asset Management
1055
Fisher Asset Management
Washington
– -$251K -6,023 Closed
IAN
1056
Integrated Advisors Network
Texas
– -$251K -6,014 Closed
NP
1057
NorthRock Partners
Minnesota
– -$245K -5,871 Closed
MWM
1058
Meridian Wealth Management
Kentucky
– -$244K -5,849 Closed
SB
1059
Strategic Blueprint
Georgia
– -$244K -5,846 Closed
BDF
1060
Balasa Dinverno & Foltz
– -$243K -5,822 Closed
NIM
1061
NuWave Investment Management
New Jersey
– -$240K -5,747 Closed
SMC
1062
Smith, Moore & Co
Missouri
– -$237K -5,675 Closed
CI
1063
Conning Inc
Connecticut
– -$228K -5,462 Closed
AT
1064
American Trust
Kentucky
– -$225K -5,399 Closed
PWPS
1065
Pinnacle Wealth Planning Services
Ohio
– -$222K -5,315 Closed
SDWMA
1066
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$219K -5,253 Closed
GW
1067
GW & Wade
Massachusetts
– -$217K -5,214 Closed
BMC
1068
Benin Management Corp
Connecticut
– -$214K -5,119 Closed
LWM
1069
Lyell Wealth Management
California
– -$213K -5,115 Closed
PCMC
1070
Paragon Capital Management (Colorado)
Colorado
– -$209K -5,004 Closed
CWA
1071
CM Wealth Advisors
Ohio
– -$209K -5,000 Closed
RPC
1072
Rossmore Private Capital
Connecticut
– -$209K -5,000 Closed
VST
1073
Van Strum & Towne
California
– -$209K -5,000 Closed
MWM
1074
Modera Wealth Management
New Jersey
– -$208K -4,990 Closed
CG
1075
Colony Group
Massachusetts
– -$205K -4,916 Closed