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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
476
Ascent Wealth Partners
New York
$942K +$267K +5,986 +37%
WC
477
Weil Company
California
$935K -$12.4K -279 -1%
Credit Agricole
478
Credit Agricole
France
$934K +$508K +11,411 +104%
CG
479
Caprock Group
Idaho
$929K +$61.9K +1,390 +7%
VI
480
Vestcor Inc
New Brunswick, Canada
$928K -$328K -7,354 -25%
FFM
481
Forum Financial Management
Illinois
$926K +$14.4K +323 +1%
VIA
482
Vident Investment Advisory
Georgia
$920K -$352K -7,911 -26%
PMG
483
ProVise Management Group
Florida
$914K +$47.1K +1,057 +5%
RWM
484
Ritholtz Wealth Management
New York
$912K +$414K +9,303 +74%
AAS
485
Avantax Advisory Services
Texas
$900K +$229K +5,147 +31%
CL
486
CPWM LLC
Washington
$892K +$333K +7,469 +54%
SWM
487
Sculati Wealth Management
Michigan
$890K +$167K +3,740 +21%
BFS
488
Bradley Foster & Sargent
Connecticut
$888K – – –
SWMP
489
Signature Wealth Management Partners
New Jersey
$886K – – –
IWC
490
Integrated Wealth Concepts
Massachusetts
$882K -$5.35K -120 -0.6%
PFO
491
Pathstone Family Office
New Jersey
$876K -$467K -10,491 -33%
BAM
492
Belpointe Asset Management
Nevada
$875K -$115K -2,585 -11%
HPM
493
Hudson Portfolio Management
New York
$874K +$35.6K +800 +4%
LBC
494
Lowe Brockenbrough & Co
Virginia
$873K -$14.1K -316 -1%
RIM
495
Redpoint Investment Management
Australia
$871K +$20.1K +452 +2%
BIAS
496
Beacon Investment Advisory Services
New Jersey
$869K -$9.58K -215 -1%
HVIA
497
Hudson Valley Investment Advisors
New York
$858K -$7.66K -172 -0.8%
CBB
498
Citizens Business Bank
California
$855K – – –
BFG
499
Beacon Financial Group
Texas
$841K -$8.78K -197 -1%
WS
500
Wedbush Securities
California
$837K -$10.9K -244 -1%