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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
1476
Grandfield & Dodd
New York
$208K +$198K +1,788 New
VDC
1477
Van Diest Capital
Iowa
$207K +$198K +1,787 New
SIM
1478
Sentry Investment Management
Wisconsin
$207K – – –
SWM
1479
Spire Wealth Management
Virginia
$207K -$172K -1,550 -47%
AP
1480
Advisortrust Partners
North Carolina
$207K +$197K +1,779 New
AMM
1481
American Money Management
California
$206K +$196K +1,775 New
WF
1482
Wayfinding Financial
Washington
$206K -$16K -145 -8%
NRC
1483
New Republic Capital
North Carolina
$206K +$196K +1,774 New
QWM
1484
Quadcap Wealth Management
Texas
$206K +$196K +1,773 New
PPWM
1485
Paragon Private Wealth Management
Kentucky
$205K +$196K +1,767 New
RBFC
1486
Roman Butler Fullerton & Co
Missouri
$205K +$188K +1,702 New
IAS
1487
Investment Advisory Services
Texas
$203K +$194K +1,752 New
SIA
1488
SeaBridge Investment Advisors
New Jersey
$203K +$194K +1,751 New
WSCM
1489
Wellington Shields Capital Management
New York
$203K – – –
SIG
1490
Spinnaker Investment Group
California
$202K +$192K +1,739 New
FBT
1491
First Bank & Trust
South Dakota
$201K +$192K +1,733 New
TW
1492
Traveka Wealth
California
$201K +$191K +1,728 New
SP
1493
Successful Portfolios
Florida
$200K +$186K +1,683 New
MPWS
1494
McCarter Private Wealth Services
Massachusetts
$200K +$191K +1,725 New
KB
1495
Kimelman & Baird
New York
$197K – – –
RP
1496
Rowlandmiller & Partners
Georgia
$195K – – –
CFO
1497
CVA Family Office
Colorado
$193K -$6.09K -55 -3%
SRCM
1498
Signature Resources Capital Management
California
$192K +$3.32K +30 +2%
RFP
1499
Root Financial Partners
California
$191K +$24K +217 +15%
RFG
1500
REAP Financial Group
Texas
$188K +$60.9K +550 +51%
58 59
60
61 62