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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1326
Meritage Portfolio Management
Kansas
$231K +$216K +2,119 New
CHAM
1327
Clear Harbor Asset Management
Connecticut
$231K +$216K +2,116 New
CIG
1328
Cullen Investment Group
Louisiana
$231K +$220K +2,162 New
RSWM
1329
Robertson Stephens Wealth Management
California
$229K +$215K +2,105 New
FOA
1330
Five Oceans Advisors
California
$229K +$215K +2,104 New
VI
1331
Versor Investments
New York
$229K -$83.2K -816 -28%
AIM
1332
Athena Investment Management
California
$229K +$214K +2,100 New
DWM
1333
Destination Wealth Management
California
$229K +$214K +2,099 New
PPC
1334
Pennington Partners & Co
Maryland
$229K +$214K +2,098 New
CT
1335
Colonial Trust
South Carolina
$226K – – –
SNWA
1336
Siligmueller & Norvid Wealth Advisors
Illinois
$226K +$212K +2,074 New
CCA
1337
Cooper Capital Advisors
California
$226K +$211K +2,070 New
SIA
1338
Soltis Investment Advisors
Utah
$225K +$211K +2,068 New
OL
1339
OneFund LLC
Florida
$224K +$7.75K +76 +4%
XF
1340
XML Financial
Maryland
$224K +$210K +2,055 New
ACP
1341
Aviance Capital Partners
Florida
$224K +$209K +2,053 New
CWS
1342
Cypress Wealth Services
California
$223K +$209K +2,051 New
CCA
1343
Childress Capital Advisors
Texas
$223K +$209K +2,049 New
WAP
1344
Wealthcare Advisory Partners
Pennsylvania
$223K +$209K +2,048 New
MAWA
1345
Moss Adams Wealth Advisors
Washington
$223K +$209K +2,047 New
FWA
1346
FSM Wealth Advisors
Ohio
$223K +$208K +2,044 New
KA
1347
Kooman & Associates
Pennsylvania
$222K +$208K +2,037 New
FFA
1348
Founders Financial Alliance
North Carolina
$221K +$207K +2,028 New
PCTC
1349
Perkins Coie Trust Company
Washington
$220K – – –
VVP
1350
Venture Visionary Partners
Ohio
$220K +$206K +2,019 New
52 53
54
55 56