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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1501
Ancora Advisors
Ohio
$186K +$28.1K +254 +19%
GITFIT
1502
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$186K – – –
OWP
1503
ORG Wealth Partners
Texas
$184K -$6.42K -58 -4%
GC
1504
Gould Capital
Washington
$181K -$19.6K -177 -10%
MWPCG
1505
Measured Wealth Private Client Group
New Hampshire
$180K -$10.3K -93 -6%
MTI
1506
Merrithew & Thorsten Inc
California
$176K +$169K +1,524 New
SEP
1507
Signature Equity Partners
Ohio
$176K +$168K +1,515 New
TF
1508
Tompkins Financial
New York
$170K – – –
EB
1509
Eastern Bank
Massachusetts
$166K +$55.9K +505 +55%
TCM
1510
Triumph Capital Management
Colorado
$165K +$157K +1,422 New
HIIFS
1511
Harel Insurance Investments & Financial Services
Israel
$163K -$134K -1,211 -46%
HCA
1512
Harbor Capital Advisors
Illinois
$157K -$2.66K -24 -2%
BHWM
1513
Bay Harbor Wealth Management
Maryland
$157K -$6.2K -56 -4%
AA
1514
Addison Advisors
Vermont
$152K – – –
PFSC
1515
Peoples Financial Services Corp
Pennsylvania
$152K – – –
OC
1516
Oakworth Capital
Alabama
$152K – – –
DMBA
1517
Deseret Mutual Benefit Administrators
Utah
$152K -$13.2K -119 -8%
TM
1518
Torren Management
California
$143K +$136K +1,232 New
OCM
1519
Osterweis Capital Management
California
$139K – – –
LWCFA
1520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K – – –
WWA
1521
Wealth Watch Advisors
Colorado
$129K +$21.9K +198 +22%
GCM
1522
Gables Capital Management
Florida
$128K – – –
CT
1523
Caldwell Trust
Florida
$128K -$23.7K -214 -16%
CYG
1524
Clean Yield Group
Vermont
$122K – – –
CSPIA
1525
Cary Street Partners Investment Advisory
Virginia
$121K +$6.64K +60 +6%
59 60
61
62 63