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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
526
Leisure Capital Management
California
$749K +$20.8K +487 +3%
BCWM
527
Bartlett & Co Wealth Management
Ohio
$749K -$24.5K -574 -3%
OIA
528
OneDigital Investment Advisors
Kansas
$748K +$324K +7,598 +64%
HVIA
529
Hudson Valley Investment Advisors
New York
$747K -$50.8K -1,191 -6%
LIM
530
Loudon Investment Management
New Hampshire
$744K -$465K -10,900 -36%
MWM
531
Mission Wealth Management
California
$744K -$25.4K -595 -3%
BCV
532
Banque Cantonale Vaudoise
Switzerland
$742K -$241K -5,661 -23%
Wealthfront Advisers
533
Wealthfront Advisers
California
$733K -$384K -9,018 -32%
EF
534
Empirical Finance
Pennsylvania
$733K +$126K +2,944 +18%
JWBC
535
John W. Bristol & Co
New York
$728K – – –
GFA
536
Gifford Fong Associates
California
$727K – – –
RIA
537
Realta Investment Advisors
Delaware
$725K +$25.2K +591 +3%
VAS
538
Vestmark Advisory Solutions
Massachusetts
$725K +$200K +4,699 +33%
BAM
539
Belpointe Asset Management
Nevada
$721K -$96.4K -2,261 -11%
EIA
540
Edgemoor Investment Advisors
Maryland
$721K – – –
ZCA
541
Zeke Capital Advisors
Pennsylvania
$711K +$250K +5,853 +46%
SA
542
Sunesis Advisors
Kansas
$710K – – –
BFG
543
Beacon Financial Group
Texas
$707K -$56.8K -1,332 -7%
SPC
544
Sigma Planning Corp
Michigan
$707K -$8.57K -201 -1%
RIM
545
Redpoint Investment Management
Australia
$701K -$114K -2,684 -13%
AG
546
Algert Global
California
$699K – – –
VI
547
Vestcor Inc
New Brunswick, Canada
$696K -$178K -4,181 -19%
CCP
548
Corient Capital Partners
California
$695K – – –
MNBTD
549
Moody National Bank Trust Division
Texas
$694K – – –
LTI
550
Laffer Tengler Investments
Tennessee
$688K +$13.6K +318 +2%