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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1101
Legacy Financial Advisors
Kentucky
$477K -$403K -3,638 -47%
HPBT
1102
Hickory Point Bank & Trust
Illinois
$477K – – –
BBA
1103
BLB&B Advisors
Pennsylvania
$477K +$14.8K +134 +3%
SL
1104
Sentinus LLC
Illinois
$477K +$172K +1,551 +61%
HAS
1105
HBW Advisory Services
California
$471K +$24.1K +218 +6%
TCM
1106
Tributary Capital Management
Nebraska
$470K -$11.1K -100 -2%
EPW
1107
Evolve Private Wealth
California
$469K +$447K +4,038 New
JGIA
1108
Jackson Grant Investment Advisers
Connecticut
$469K +$447K +4,037 New
1WM
1109
1900 Wealth Management
Texas
$467K – – –
SC
1110
Stephenson & Company
California
$467K – – –
RC
1111
RBO & Co
California
$464K – – –
FA
1112
FDx Advisors
Illinois
$464K +$15.6K +141 +4%
LGF
1113
LGT Group Foundation
Liechtenstein
$461K -$63.2K -571 -13%
AWM
1114
Aprio Wealth Management
Georgia
$461K +$108K +973 +32%
FMTCOCP
1115
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$460K – – –
EWA
1116
Exencial Wealth Advisors
Oklahoma
$460K +$22.9K +207 +6%
WAU
1117
Wellington-Altus USA
Manitoba, Canada
$459K +$437K +3,953 New
CMBA
1118
C.M. Bidwell & Associates
Hawaii
$458K -$14.8K -134 -3%
PCM
1119
Penserra Capital Management
California
$458K -$119K -1,074 -21%
UAG
1120
United Advisor Group
Ohio
$457K +$2.54K +23 +0.6%
SWM
1121
Stronghold Wealth Management
Florida
$456K +$435K +3,930 New
LFA
1122
Laraway Financial Advisors
Minnesota
$456K +$111 +1 +0%
BC
1123
Barrett & Company
Rhode Island
$455K – – –
CCMG
1124
Clark Capital Management Group
Pennsylvania
$453K +$98.1K +887 +29%
MO
1125
McMillan Office
Michigan
$453K +$432K +3,900 New
43 44
45
46 47