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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
1526
McCarter Private Wealth Services
Massachusetts
$249K – – –
FWM
1527
Focused Wealth Management
New York
$249K +$236K +1,723 New
LJHT
1528
Laurie J. Hall Trustee
$249K -$10.3K -75 -4%
SMA
1529
Seven Mile Advisory
New Jersey
$249K -$41.7K -305 -15%
GSB
1530
Greenfield Savings Bank
Massachusetts
$246K – – –
BLAM
1531
Bourne Lent Asset Management
New York
$246K – – –
KB
1532
Kimelman & Baird
New York
$246K – – –
NERM
1533
New England Research & Management
Illinois
$246K – – –
WC
1534
Westhampton Capital
North Carolina
$246K – – –
OMIC
1535
Old Mission Investment Co
Michigan
$246K – – –
SEP
1536
Signature Equity Partners
Ohio
$244K +$28.6K +209 +14%
FWP
1537
FAS Wealth Partners
Kansas
$243K +$230K +1,683 New
UFA
1538
Unify Financial Advisors
Florida
$243K +$230K +1,680 New
KAM
1539
Knightsbridge Asset Management
California
$242K +$229K +1,677 New
CCM
1540
Canal Capital Management
Virginia
$242K +$228K +1,671 New
SAM
1541
Satovsky Asset Management
New York
$241K +$228K +1,670 New
WCP
1542
Wick Capital Partners
Pennsylvania
$240K +$227K +1,662 New
MWA
1543
Muirfield Wealth Advisors
North Carolina
$240K +$227K +1,659 New
SRCM
1544
Signature Resources Capital Management
California
$239K – – –
FC
1545
Farringdon Capital
United Kingdom
$238K +$225K +1,643 New
IAG
1546
Investment Advisory Group
Massachusetts
$236K +$223K +1,629 New
FCM
1547
Fell Capital Management
California
$235K -$23.9K -175 -10%
KA
1548
KLCM Advisors
Wisconsin
$235K +$222K +1,622 New
LTI
1549
Laffer Tengler Investments
Tennessee
$234K +$221K +1,620 New
AFTS
1550
American Financial & Tax Strategies
New York
$234K +$221K +1,618 New
60 61
62
63 64