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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
1176
Meyer Handelman Company
New York
$534K – – –
MWM
1177
Modern Wealth Management
Kansas
$534K +$154K +1,128 +44%
PCA
1178
Peddock Capital Advisors
Massachusetts
$534K – – –
OAM
1179
Ostrum Asset Management
France
$533K -$2.36M -17,234 -82%
SIA
1180
Sage Investment Advisers
New York
$528K -$4.92K -36 -1%
BFA
1181
Brendel Financial Advisors
New Hampshire
$528K +$684 +5 +0.1%
SDWMA
1182
Schneider Downs Wealth Management Advisors
Pennsylvania
$527K +$29K +212 +6%
PL
1183
Perpetual Ltd
Australia
$527K -$31.7K -232 -6%
TP
1184
TritonPoint Partners
Maryland
$524K +$496K +3,626 New
EPW
1185
Evolve Private Wealth
California
$522K -$284K -2,080 -37%
SVWAG
1186
Sound View Wealth Advisors Group
Georgia
$521K +$4.65K +34 +1%
TPCM
1187
Templeton & Phillips Capital Management
Tennessee
$521K – – –
BA
1188
Bridgewater Advisors
New York
$520K -$547 -4 -0.1%
PIA
1189
Pinion Investment Advisors
Kansas
$519K +$490K +3,586 New
MA
1190
Mutual Advisors
Nebraska
$515K +$51.4K +376 +12%
IAN
1191
Integrated Advisors Network
Texas
$512K +$97.2K +711 +25%
MA
1192
MONECO Advisors
Connecticut
$511K +$13.4K +98 +3%
LFA
1193
Laraway Financial Advisors
Minnesota
$510K – – –
HI
1194
Hudock Inc
Pennsylvania
$510K – – –
VWM
1195
Venturi Wealth Management
Texas
$509K +$49.5K +362 +11%
1C
1196
111 Capital
France
$507K +$37.7K +276 +9%
SWM
1197
Stronghold Wealth Management
Florida
$507K -$56.5K -413 -11%
KFC
1198
Klingenstein Fields & Co
New York
$506K -$2.46K -18 -0.5%
LA
1199
LM Advisors
California
$506K +$421K +3,081 +742%
FFA
1200
Fragasso Financial Advisors
Pennsylvania
$504K +$22.8K +167 +5%
46 47
48
49 50