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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1101
Exencial Wealth Advisors
Oklahoma
$328K +$24.5K +288 +9%
TPCM
1102
Templeton & Phillips Capital Management
Tennessee
$328K – – –
CAL
1103
Capital Analysts LLC
Pennsylvania
$328K +$33.8K +398 +12%
BTW
1104
Boston Trust Walden
Massachusetts
$326K – – –
AO
1105
Advisor OS
Illinois
$321K -$510 -6 -0.2%
HI
1106
Hudock Inc
Pennsylvania
$321K – – –
BWM
1107
BlackDiamond Wealth Management
New York
$318K -$5.69K -67 -2%
TIA
1108
Tiemann Investment Advisors
California
$318K +$8.49K +100 +3%
HVIA
1109
Hudson Valley Investment Advisors
New York
$318K – – –
DWM
1110
Drive Wealth Management
Utah
$318K +$2.63K +31 +0.9%
LA
1111
LM Advisors
California
$317K -$459K -5,410 -61%
LAM
1112
Longboard Asset Management
Arizona
$317K – – –
AA
1113
Alta Advisers
United Kingdom
$312K – – –
MAM
1114
Mystic Asset Management
Rhode Island
$312K – – –
HT
1115
Heritage Trust
Oklahoma
$310K – – –
YCG
1116
Yeomans Consulting Group
Georgia
$310K +$425 +5 +0.1%
MIC
1117
Meridian Investment Counsel
California
$310K – – –
SCP
1118
Sivia Capital Partners
California
$309K +$77.2K +909 +37%
CAG
1119
Csenge Advisory Group
Florida
$309K -$11K -129 -4%
HCMG
1120
Howard Capital Management Group
California
$309K – – –
VCM
1121
Virtue Capital Management
Tennessee
$308K -$356K -4,191 -55%
KP
1122
Keel Point
Alabama
$308K -$11.7K -138 -4%
OL
1123
Optas LLC
Texas
$308K +$255 +3 +0.1%
AC
1124
Apella Capital
Connecticut
$307K +$5.01K +59 +2%
NG
1125
Novem Group
New York
$306K +$5.94K +70 +2%