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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
WB
1276
Webster Bank
Connecticut
$321K +$17.5K +158 +6%
IAS
1277
Insigneo Advisory Services
Florida
$321K -$3.87K -35 -1%
WFAG
1278
Wescott Financial Advisory Group
Pennsylvania
$321K +$4.76K +43 +2%
CWM
1279
Chemistry Wealth Management
New York
$321K – – –
OAS
1280
Optivise Advisory Services
Tennessee
$320K +$305K +2,759 New
CPA
1281
Capital Performance Advisors
California
$320K +$23.7K +214 +8%
SWM
1282
Stockman Wealth Management
Montana
$319K – – –
OWM
1283
Omnitrust Wealth Management
Florida
$318K +$303K +2,741 New
TTIC
1284
Tower Trust & Investment Company
Iowa
$318K +$66.4K +600 +28%
CCT
1285
Chemung Canal Trust
New York
$316K – – –
VWM
1286
Venturi Wealth Management
Texas
$315K +$27.1K +245 +10%
SMC
1287
Smith, Moore & Co
Missouri
$313K -$10.5K -95 -3%
AP
1288
Anchyra Partners
Georgia
$312K +$298K +2,690 New
CBT
1289
Crews Bank & Trust
Florida
$311K – – –
RPGK
1290
Retirement Planning Group (Kansas)
Kansas
$311K +$3.43K +31 +1%
AAS
1291
Ameritas Advisory Services
Nebraska
$311K +$80.2K +725 +37%
MCM
1292
Monument Capital Management
Virginia
$310K – – –
RT
1293
Rockland Trust
Massachusetts
$310K +$21.1K +191 +8%
FLII
1294
First Long Island Investors
New York
$309K – – –
MCM
1295
Magnolia Capital Management
New York
$308K – – –
FFG
1296
Fiduciary Financial Group
California
$307K -$6.75K -61 -2%
SEIA
1297
Signature Estate & Investment Advisors
California
$306K -$4.21K -38 -1%
RA
1298
Riversedge Advisors
Delaware
$306K +$24.7K +223 +9%
MIM
1299
Macroview Investment Management
Maryland
$305K +$22.1K +200 +8%
AA
1300
Alta Advisers
United Kingdom
$305K -$88.5K -800 -23%