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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
551
Tocqueville Asset Management
New York
$773K -$58.7K -1,368 -7%
CFB
552
Cullen/Frost Bankers
Texas
$767K +$88.1K +2,053 +14%
MRCM
553
M&R Capital Management
New Jersey
$765K +$815 +19 +0.1%
SPA
554
Sherbrooke Park Advisers
New York
$761K +$733K +17,088 New
WA
555
WealthTrust Axiom
Pennsylvania
$759K -$43 -1 -0%
APC
556
Aspire Private Capital
North Carolina
$746K +$25.9K +604 +4%
UCFA
557
United Capital Financial Advisors
Texas
$746K -$241K -5,613 -25%
SIA
558
Strategic Investment Advisors
Michigan
$743K -$16.7K -390 -2%
USAA
559
United Services Automobile Association
Texas
$736K – – –
BFG
560
Beacon Financial Group
Texas
$730K -$8.54K -199 -1%
DA
561
Denali Advisors
California
$728K +$163K +3,809 +30%
SC
562
Schulhoff & Co
Ohio
$727K -$11.2K -260 -2%
RIA
563
Realta Investment Advisors
Delaware
$721K +$21.2K +495 +3%
RG
564
Rathbones Group
United Kingdom
$721K +$5.71K +133 +0.8%
WT
565
Whittier Trust
California
$720K – – –
OWA
566
Outlook Wealth Advisors
Texas
$717K +$96.6K +2,252 +16%
BMO
567
Beck Mack & Oliver
New York
$713K – – –
OAM
568
Ostrum Asset Management
France
$711K +$644 +15 +0.1%
PWP
569
Principle Wealth Partners
Connecticut
$708K – – –
VDI
570
Vaughan David Investments
Illinois
$707K -$13K -304 -2%
AWM
571
Apollon Wealth Management
South Carolina
$704K +$33.9K +791 +5%
GCM
572
Graham Capital Management
Connecticut
$703K -$2.06M -47,953 -75%
NA
573
NewEdge Advisors
Louisiana
$700K -$6.14K -143 -0.9%
LS
574
Livforsakringsbolaget Skandia
Sweden
$698K -$64.4K -1,500 -9%
O
575
Ossiam
France
$691K -$2.07M -48,283 -76%
21 22
23
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