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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1351
Marble Harbor Investment Counsel
Massachusetts
$369K – – –
DOA
1352
D'Orazio & Associates
Virginia
$369K -$32.3K -236 -8%
SMC
1353
Smith, Moore & Co
Missouri
$367K -$13.1K -96 -4%
WFI
1354
West Family Investments
California
$365K +$345K +2,525 New
GKWIM
1355
Gerber Kawasaki Wealth & Investment Management
California
$364K +$15.3K +112 +5%
OAM
1356
Oberweis Asset Management
Illinois
$363K +$137 +1 +0%
PL
1357
Plancorp LLC
Missouri
$362K +$3.42K +25 +1%
CCT
1358
Chemung Canal Trust
New York
$361K -$13.8K -101 -4%
SL
1359
Summitry LLC
California
$359K +$340K +2,485 New
RFP
1360
Root Financial Partners
California
$359K +$31K +227 +10%
ML
1361
McAdam LLC
Pennsylvania
$357K +$15.2K +111 +5%
MSS
1362
Mitchell Sinkler & Starr
Pennsylvania
$356K +$336K +2,460 New
GVAG
1363
Great Valley Advisor Group
Delaware
$355K +$1.78K +13 +0.5%
NB
1364
NBH Bank
Colorado
$354K +$335K +2,451 New
EBWM
1365
Eagle Bluffs Wealth Management
Missouri
$354K +$20.5K +150 +7%
WAL
1366
W Advisors LLC
Tennessee
$353K – – –
MAWA
1367
Moss Adams Wealth Advisors
Washington
$352K +$6.43K +47 +2%
MA
1368
Maxele Advisors
Missouri
$350K +$331K +2,422 New
SW
1369
SlateStone Wealth
Florida
$350K – – –
BIA
1370
Bell Investment Advisors
California
$349K -$19.4K -142 -6%
MCWA
1371
Meadow Creek Wealth Advisors
Georgia
$348K -$17.9K -131 -5%
CAAS
1372
Capital Asset Advisory Services
Michigan
$348K +$23.8K +174 +8%
CWM
1373
Compass Wealth Management
Connecticut
$347K +$328K +2,400 New
MMHP
1374
Murphy Middleton Hinkle & Parker
Georgia
$347K – – –
PCP
1375
Proficio Capital Partners
Massachusetts
$347K +$328K +2,397 New
53 54
55
56 57