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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
551
Ladenburg Thalmann Financial Services
Florida
$591K -$5.68K -146 -0.9%
LIM
552
Leavell Investment Management
Alabama
$591K – – –
TC
553
Taylor Cottrill
New Hampshire
$589K -$7.78K -200 -1%
NPC
554
National Planning Corporation
California
$587K -$9.72K -250 -2%
CK
555
Carnick & Kubik
Colorado
$584K -$54.4K -1,400 -8%
DPIM
556
Duff & Phelps Investment Management
Illinois
$584K -$44.7K -1,150 -7%
BHBT
557
Burke & Herbert Bank & Trust
Virginia
$580K – – –
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$578K -$22.1K -569 -4%
TDC
559
Thompson Davis & Co
Virginia
$577K +$579K +14,899 New
KIA
560
King Investment Advisors
Texas
$576K -$9.72K -250 -2%
JIC
561
Joel Isaacson & Co
New York
$576K – – –
VHAM
562
Van Hulzen Asset Management
California
$572K -$1.17M -30,020 -67%
VKH
563
Virtu KCG Holdings
New York
$559K +$267K +6,874 +91%
BRWA
564
B. Riley Wealth Advisors
Florida
$558K -$268K -6,894 -32%
ECM
565
Everence Capital Management
Indiana
$551K – – –
SF
566
Synovus Financial
Georgia
$543K +$139K +3,565 +34%
BFO
567
Boston Family Office
Massachusetts
$538K – – –
CTC
568
Central Trust Company
Missouri
$535K -$972 -25 -0.2%
FC
569
Forte Capital
New York
$520K +$522K +13,421 New
CC
570
Courier Capital
New York
$512K +$77.8K +2,000 +18%
PWLP
571
Prio Wealth Limited Partnership
Massachusetts
$509K -$90.7K -2,334 -15%
BG
572
Bahl & Gaynor
Ohio
$508K -$7.78K -200 -2%
NB
573
Norinchukin Bank
Japan
$507K +$121K +3,113 +31%
EGA
574
E&G Advisors
Texas
$503K – – –
BBHC
575
Brown Brothers Harriman & Co
New York
$499K – – –
21 22
23
24 25