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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1201
Webster Bank
Connecticut
$219K – – –
WTA
1202
Washington Trust Advisors
Massachusetts
$218K – – –
MHIC
1203
Marble Harbor Investment Counsel
Massachusetts
$218K +$218K +2,600 New
WF
1204
WoodTrust Financial
Wisconsin
$218K +$219K +2,602 New
AL
1205
Arnhold LLC
New York
$218K +$218K +2,594 New
RWP
1206
Ridgecrest Wealth Partners
California
$217K +$217K +2,584 New
JSC
1207
Jackson Square Capital
California
$216K +$216K +2,573 New
MSWA
1208
Marshall & Sterling Wealth Advisors
New York
$216K -$2.94K -35 -1%
LIM
1209
Leavell Investment Management
Alabama
$215K -$7.82K -93 -4%
NL
1210
NWAM LLC
Washington
$214K -$70.9K -844 -25%
LSA
1211
Leonteq Securities AG
Switzerland
$214K +$77K +916 +56%
BIA
1212
Bell Investment Advisors
California
$214K +$588 +7 +0.3%
CFS
1213
CRA Financial Services
New Jersey
$214K +$214K +2,551 New
MIM
1214
Macroview Investment Management
Maryland
$214K +$214K +2,550 New
WMS
1215
Wealth Management Strategies
Pennsylvania
$213K +$213K +2,540 New
WAL
1216
W Advisors LLC
Tennessee
$213K +$213K +2,534 New
BWMG
1217
Barnes Wealth Management Group
California
$213K +$213K +2,534 New
WP
1218
WealthShield Partners
North Carolina
$212K -$28.5K -339 -12%
RMDI
1219
R.M. Davis Inc
Maine
$212K +$213K +2,532 New
CWMK
1220
Caliber Wealth Management (Kansas)
Kansas
$211K +$211K +2,515 New
AMIM
1221
Aull & Monroe Investment Management
Alabama
$210K +$211K +2,509 New
SYBT
1222
Stock Yards Bank & Trust
Kentucky
$210K -$16K -190 -7%
NC
1223
NBW Capital
Massachusetts
$210K +$210K +2,501 New
WSCM
1224
Wellington Shields Capital Management
New York
$210K – – –
WMA
1225
Wealth Management Associates
New Jersey
$210K +$210K +2,498 New
47 48
49
50 51