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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1801
Hudson Valley Investment Advisors
New York
– -$380K -3,490 Closed
LAM
1802
Longboard Asset Management
Arizona
– -$379K -3,474 Closed
AWA
1803
Arete Wealth Advisors
Illinois
– -$328K -3,011 Closed
WRPWM
1804
Werba Rubin Papier Wealth Management
California
– -$309K -2,833 Closed
AP
1805
Americana Partners
Texas
– -$298K -2,736 Closed
LOAMU
1806
Lombard Odier Asset Management (USA)
New York
– -$277K -2,541 Closed
MSFS
1807
Main Street Financial Solutions
Pennsylvania
– -$276K -2,533 Closed
CWM
1808
Compass Wealth Management
Connecticut
– -$262K -2,400 Closed
CIA
1809
Choate Investment Advisors
Massachusetts
– -$240K -2,205 Closed
EMCIP
1810
Ewing Morris & Co Investment Partners
Ontario, Canada
– -$240K -2,200 Closed
CWM
1811
Capital Wealth Management
Rhode Island
– -$236K -2,170 Closed
VI
1812
Versor Investments
New York
– -$229K -2,100 Closed
FA
1813
Fiducient Advisors
Illinois
– -$218K -2,005 Closed
TIA
1814
Trust Investment Advisors
Indiana
– -$214K -1,964 Closed
VBA
1815
von Borstel & Associates
Oregon
– -$208K -1,883 Closed
HWA
1816
Heartwood Wealth Advisors
Virginia
– -$190K -1,745 Closed
CWM
1817
Crowley Wealth Management
Delaware
– -$118K -1,082 Closed
TIM
1818
Tortoise Investment Management
New York
– -$109K -998 Closed
JFGIW
1819
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$85K -780 Closed
DSC
1820
Duncker Streett & Co
Missouri
– -$81.7K -750 Closed
TCM
1821
TruNorth Capital Management
Michigan
– -$54.5K -500 Closed
JWM
1822
JPL Wealth Management
Colorado
– -$53K -486 Closed
RA
1823
Rise Advisors
New York
– -$46.5K -427 Closed
ABWM
1824
Alpine Bank Wealth Management
Colorado
– -$32.7K -300 Closed
SIC
1825
Salem Investment Counselors
North Carolina
– -$20K -184 Closed
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