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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
551
Lebenthal Global Advisors
New York
$853K +$413K +7,265 +73%
RIA
552
Realta Investment Advisors
Delaware
$837K +$15.5K +273 +2%
Fiera Capital (Canada)
553
Fiera Capital (Canada)
Quebec, Canada
$836K +$313K +5,500 +48%
FA
554
FDx Advisors
Illinois
$833K -$19K -335 -2%
FB
555
Fulton Bank
Pennsylvania
$820K -$2.73K -48 -0.3%
VA
556
Valmark Advisers
Ohio
$816K – – –
AAS
557
Avantax Advisory Services
Texas
$811K +$79.7K +1,402 +9%
MWM
558
Mission Wealth Management
California
$811K +$113K +1,990 +14%
OAM
559
Oppenheimer Asset Management
New York
$809K +$55.5K +976 +6%
GT
560
Greenleaf Trust
Michigan
$804K -$15.5K -273 -2%
AWP
561
Ascent Wealth Partners
New York
$797K +$70.5K +1,240 +8%
AWM
562
Apollon Wealth Management
South Carolina
$797K +$142K +2,489 +18%
BMO
563
Beck Mack & Oliver
New York
$795K – – –
RC
564
RegentAtlantic Capital
New Jersey
$790K -$39.7K -699 -4%
IC
565
IEQ Capital
California
$784K +$250K +4,395 +39%
PR
566
Payden & Rygel
California
$784K +$898K +15,800 New
ANI
567
American National Insurance
Texas
$771K -$203K -3,570 -19%
VFA
568
Valeo Financial Advisors
Indiana
$770K +$4.83K +85 +0.6%
WEG
569
World Equity Group
Illinois
$768K +$880K +15,478 New
EF
570
Empirical Finance
Pennsylvania
$765K +$84.7K +1,489 +11%
S
571
Seeyond
France
$764K -$26.2K -460 -3%
FTDI
572
First Trust Direct Indexing
Massachusetts
$764K +$35.6K +626 +4%
CFB
573
Cullen/Frost Bankers
Texas
$762K -$13.6K -240 -2%
MCM
574
McRae Capital Management
New Jersey
$753K – – –
FFA
575
First Foundation Advisors
California
$748K +$30.5K +536 +4%