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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1401
Harbour Investments
Wisconsin
$244K +$17.8K +161 +8%
AIM
1402
Athena Investment Management
California
$244K – – –
5SA
1403
5th Street Advisors
Connecticut
$243K +$232K +2,094 New
DCM
1404
Dorato Capital Management
Colorado
$243K +$216K +1,950 New
MAWA
1405
Moss Adams Wealth Advisors
Washington
$243K +$4.87K +44 +2%
FWA
1406
FSM Wealth Advisors
Ohio
$243K +$5.09K +46 +2%
BOJHT
1407
Bank of Jackson Hole Trust
Wyoming
$242K +$70.3K +635 +44%
O3W
1408
Omni 360 Wealth
New Jersey
$241K – – –
SIA
1409
SGL Investment Advisors
Montana
$241K – – –
CT
1410
Colonial Trust
South Carolina
$241K – – –
CCA
1411
Cooper Capital Advisors
California
$241K +$332 +3 +0.1%
FCFC
1412
First Commonwealth Financial Corp
Pennsylvania
$240K -$7.08K -64 -3%
XF
1413
XML Financial
Maryland
$240K +$1.11K +10 +0.5%
ACP
1414
Aviance Capital Partners
Florida
$238K – – –
ABTD
1415
Arvest Bank Trust Division
Oklahoma
$238K +$14.2K +128 +7%
PCA
1416
Prosperity Capital Advisors
Ohio
$237K +$226K +2,043 New
NL
1417
NWAM LLC
Washington
$236K -$61.6K -557 -22%
FFA
1418
Founders Financial Alliance
North Carolina
$236K +$332 +3 +0.1%
EWL
1419
Emissary Wealth LLC
New Jersey
$236K +$225K +2,029 New
LCC
1420
Lincoln Capital Corp
Rhode Island
$235K +$1.11K +10 +0.5%
VVP
1421
Venture Visionary Partners
Ohio
$234K – – –
PCTC
1422
Perkins Coie Trust Company
Washington
$234K – – –
KA
1423
Kooman & Associates
Pennsylvania
$234K -$2.43K -22 -1%
QFA
1424
Quantum Financial Advisors
California
$233K +$332 +3 +0.1%
SPI
1425
Santori & Peters Inc
Pennsylvania
$233K – – –