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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
501
Forum Financial Management
Illinois
$855K – – –
MYAM
502
Meiji Yasuda Asset Management
Japan
$851K -$38.5K -903 -4%
CG
503
Caprock Group
Idaho
$846K -$13.3K -311 -1%
PMG
504
ProVise Management Group
Florida
$832K -$13K -304 -1%
LBC
505
Lowe Brockenbrough & Co
Virginia
$832K +$29.2K +686 +3%
SWM
506
Sculati Wealth Management
Michigan
$830K +$9.38K +220 +1%
PFO
507
Pathstone Family Office
New Jersey
$828K +$21.4K +503 +2%
Ensign Peak Advisors
508
Ensign Peak Advisors
Utah
$828K -$10.6M -247,810 -92%
BFS
509
Bradley Foster & Sargent
Connecticut
$821K – – –
SWMP
510
Signature Wealth Management Partners
New Jersey
$818K – – –
William Blair & Company
511
William Blair & Company
Illinois
$816K -$133K -3,128 -13%
LCM
512
Logan Capital Management
Pennsylvania
$815K +$63.6K +1,492 +8%
PP
513
Prudential plc
United Kingdom
$812K +$103K +2,422 +13%
HPM
514
Hudson Portfolio Management
New York
$807K – – –
Bessemer Group
515
Bessemer Group
New Jersey
$805K +$197K +4,626 +28%
LWAM
516
Legacy Wealth Asset Management
Minnesota
$799K +$94.6K +2,220 +12%
BIAS
517
Beacon Investment Advisory Services
New Jersey
$793K -$10.9K -255 -1%
IWC
518
Integrated Wealth Concepts
Massachusetts
$791K -$26K -611 -3%
ACS
519
Archford Capital Strategies
Illinois
$781K +$32.5K +762 +4%
LGA
520
Lebenthal Global Advisors
New York
$773K -$183K -4,291 -18%
AWP
521
Ascent Wealth Partners
New York
$770K -$87.3K -2,048 -9%
PCM
522
Prelude Capital Management
New York
$769K +$851K +19,968 New
FA
523
FDx Advisors
Illinois
$756K +$81.9K +1,920 +11%
WS
524
Wedbush Securities
California
$749K -$26.4K -619 -3%
BC
525
Bartlett & Co
Ohio
$749K -$24.5K -574 -3%