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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
551
HM Payson & Co
Maine
$419K -$69.6K -1,657 -12%
WSFS
552
Wilmington Savings Fund Society
Delaware
$419K -$49.9K -1,187 -9%
AAS
553
Avantax Advisory Services
Texas
$419K +$161K +3,827 +44%
EFS
554
Essex Financial Services
Connecticut
$416K -$8.78K -209 -2%
COF
555
Capital One Financial
Virginia
$416K +$519K +12,355 New
ASN
556
Advisory Services Network
Georgia
$415K +$203K +4,840 +65%
DWA
557
Douglass Winthrop Advisors
New York
$412K -$217K -5,163 -30%
FPB
558
First PREMIER Bank
South Dakota
$410K – – –
Eagle Capital Management (New York)
559
Eagle Capital Management (New York)
New York
$404K – – –
CC
560
Courier Capital
New York
$403K +$84 +2 +0%
HC
561
HNP Capital
New York
$403K +$481K +11,455 New
OIA
562
Optimum Investment Advisors
Illinois
$402K +$4.2K +100 +0.8%
WT
563
Whittier Trust
California
$401K -$13.6K -325 -3%
HNB
564
Huntington National Bank
Ohio
$395K -$35.2K -838 -7%
NB
565
NBT Bank
New York
$394K – – –
BRWA
566
B. Riley Wealth Advisors
Florida
$392K -$22.5K -535 -4%
KPW
567
Kore Private Wealth
New York
$392K +$38.4K +915 +9%
JCM
568
Jacobi Capital Management
Pennsylvania
$388K – – –
BOTW
569
Bank of the West
California
$381K -$24.7K -587 -5%
HAIM
570
Hunter Associates Investment Management
Pennsylvania
$381K -$4.2K -100 -0.9%
CS
571
Cannell & Spears
New York
$379K -$26.7K -636 -5%
ANRIA
572
American National Registered Investment Advisor
Texas
$379K – – –
ALAM
573
Asahi Life Asset Management
Japan
$377K +$470K +11,200 New
BFEC
574
Benjamin F. Edwards & Company
Missouri
$373K -$32.6K -776 -7%
Bank Julius Baer & Co
575
Bank Julius Baer & Co
Switzerland
$371K +$463K +11,032 New