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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1201
Essex Savings Bank
Connecticut
– -$232K -3,986 Closed
BFM
1202
Boston Financial Management
Massachusetts
– -$230K -3,966 Closed
LIM
1203
Leavell Investment Management
Alabama
– -$230K -3,953 Closed
RW
1204
Rede Wealth
Virginia
– -$228K -3,931 Closed
VWM
1205
Valley Wealth Managers
New Jersey
– -$228K -3,927 Closed
VCA
1206
Verdence Capital Advisors
Maryland
– -$227K -3,914 Closed
AC
1207
Addison Capital
Pennsylvania
– -$227K -3,901 Closed
BEAM
1208
Baker Ellis Asset Management
Washington
– -$226K -3,890 Closed
AC
1209
Abbrea Capital
California
– -$224K -3,850 Closed
NB
1210
Northwest Bancshares
Pennsylvania
– -$223K -3,838 Closed
SPC
1211
Stewart & Patten Company
California
– -$222K -3,824 Closed
BHWM
1212
Bar Harbor Wealth Management
New Hampshire
– -$222K -3,820 Closed
DWM
1213
Defined Wealth Management
Oregon
– -$221K -3,800 Closed
OLA
1214
Oliver Luxxe Assets
New Jersey
– -$219K -3,773 Closed
WCP
1215
Welch Capital Partners
New York
– -$215K -3,701 Closed
BCM
1216
Bluefin Capital Management
New York
– -$215K -3,700 Closed
SIC
1217
Schwartz Investment Counsel
Michigan
– -$213K -3,664 Closed
SL
1218
Summitry LLC
California
– -$212K -3,645 Closed
SWM
1219
Segment Wealth Management
Texas
– -$211K -3,627 Closed
DA
1220
DCM Advisors
New York
– -$208K -3,588 Closed
GAG
1221
GM Advisory Group
New York
– -$206K -3,542 Closed
NLP
1222
Next Level Private
New York
– -$205K -3,529 Closed
MWM
1223
Madison Wealth Management
Ohio
– -$205K -3,523 Closed
SC
1224
Savant Capital
Illinois
– -$204K -3,507 Closed
BLAM
1225
Bourne Lent Asset Management
New York
– -$203K -3,500 Closed
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