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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
426
Falcon Wealth Planning
California
$1.56M +$815 +19 +0.1%
DWA
427
Douglass Winthrop Advisors
New York
$1.56M -$7.59K -177 -0.5%
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$1.55M +$398K +9,278 +36%
SMFG
429
Sumitomo Mitsui Financial Group
Japan
$1.54M +$159K +3,701 +12%
ECM
430
Everence Capital Management
Indiana
$1.53M – – –
MC
431
Moors & Cabot
Massachusetts
$1.52M -$70.7K -1,647 -5%
PAG
432
Private Advisor Group
New Jersey
$1.5M -$16.5K -385 -1%
MAA
433
Mraz Amerine & Associates
California
$1.5M -$197K -4,600 -12%
VCM
434
Vetamer Capital Management
California
$1.47M -$516K -12,023 -27%
RFC
435
Regions Financial Corp
Alabama
$1.47M -$19.9K -464 -1%
BBVA
436
Banco Bilbao Vizcaya Argentaria
Spain
$1.44M +$233K +5,428 +20%
AFS
437
Aft Forsyth & Sober
Florida
$1.44M – – –
WGCA
438
Wolf Group Capital Advisors
Virginia
$1.43M -$50K -1,166 -3%
AWS
439
Atria Wealth Solutions
New York
$1.43M -$518K -12,076 -27%
CB
440
Commerce Bank
Missouri
$1.42M +$300 +7 +0%
IWA
441
Intercontinental Wealth Advisors
Texas
$1.4M +$214K +4,983 +19%
MLICM
442
Metropolitan Life Insurance Company (MetLife)
New York
$1.39M -$68.9K -1,605 -5%
WC
443
Woodstock Corp
Massachusetts
$1.39M -$26.2K -610 -2%
TA
444
Townsend & Associates
Colorado
$1.38M -$114K -2,666 -8%
AAS
445
Avantax Advisory Services
Texas
$1.37M -$16.3K -380 -1%
LWAM
446
Legacy Wealth Asset Management
Minnesota
$1.36M +$420K +9,796 +47%
KAS
447
Kestra Advisory Services
Texas
$1.35M +$477K +11,110 +58%
EGM
448
Engineers Gate Manager
New York
$1.35M -$1.59M -37,161 -55%
DIA
449
Dean Investment Associates
Ohio
$1.35M -$58.3K -1,358 -4%
SAM
450
Shell Asset Management
Netherlands
$1.33M -$205K -4,775 -14%
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