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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
551
WFA of San Diego
California
$781K -$26.2K -505 -3%
1IA
552
1834 Investment Advisors
Wisconsin
$778K – – –
CA
553
Cornerstone Advisors
North Carolina
$778K – – –
KPW
554
Kore Private Wealth
New York
$777K +$74.8K +1,440 +11%
FTDI
555
First Trust Direct Indexing
Massachusetts
$771K +$262K +5,049 +51%
BFO
556
Boston Family Office
Massachusetts
$770K – – –
FWIA
557
Fort Washington Investment Advisors
Ohio
$769K -$63.4K -1,220 -8%
VAS
558
Vestmark Advisory Solutions
Massachusetts
$768K +$36.6K +704 +5%
VHAM
559
Van Hulzen Asset Management
California
$767K – – –
TAM
560
Tocqueville Asset Management
New York
$765K – – –
NA
561
NewEdge Advisors
Louisiana
$760K -$5.35K -103 -0.7%
UCFA
562
United Capital Financial Advisors
Texas
$759K -$90.2K -1,736 -11%
FNB
563
Farmers National Bank
Kentucky
$747K +$915K +17,610 New
HPC
564
Hobart Private Capital
North Carolina
$743K -$33.2K -638 -4%
CC
565
Courier Capital
New York
$734K -$169K -3,248 -19%
MWM
566
Mission Wealth Management
California
$733K -$11.5K -221 -2%
FFA
567
First Foundation Advisors
California
$728K +$6.24K +120 +0.9%
GCIA
568
Gabelli & Co Investment Advisers
New York
$726K -$104K -2,000 -13%
JIC
569
Joel Isaacson & Co
New York
$721K – – –
SA
570
Sicart Associates
New York
$715K – – –
JCM
571
Jacobi Capital Management
Pennsylvania
$705K +$60.2K +1,158 +9%
AWP
572
Ascent Wealth Partners
New York
$697K +$177K +3,402 +34%
HH
573
Hilltop Holdings
Texas
$692K +$97.6K +1,878 +16%
LNC
574
Lincoln National Corp
Pennsylvania
$676K -$3.22K -62 -0.5%
PDN
575
Pensionfund DSM Netherlands
Netherlands
$674K +$676K +13,000 New
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