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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
576
King Investment Advisors
Texas
$630K +$26K +665 +4%
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$628K +$21.6K +551 +4%
RCM
578
RNC Capital Management
California
$621K -$27.4K -700 -4%
NB
579
NBT Bank
New York
$618K -$8.02K -205 -1%
PCA
580
Personal Capital Advisors
California
$617K +$207K +5,294 +53%
NPC
581
National Planning Corporation
California
$612K +$19.6K +500 +3%
BHBT
582
Burke & Herbert Bank & Trust
Virginia
$608K – – –
JIC
583
Joel Isaacson & Co
New York
$603K – – –
LIM
584
Leavell Investment Management
Alabama
$595K -$23.5K -600 -4%
NFG
585
Next Financial Group
Texas
$589K -$253K -6,464 -31%
Northwestern Mutual Wealth Management
586
Northwestern Mutual Wealth Management
Wisconsin
$587K -$46.7K -1,193 -8%
VHAM
587
Van Hulzen Asset Management
California
$586K -$12.6K -323 -2%
QSS
588
Quantitative Systematic Strategies
Florida
$583K +$556K +14,213 New
AAIM
589
American Assets Investment Management
California
$580K +$560K +14,300 New
FC
590
Forte Capital
New York
$577K +$31.3K +800 +6%
BAAM
591
Baker Avenue Asset Management
California
$575K +$132K +3,361 +31%
SF
592
Synovus Financial
Georgia
$572K +$3.01K +77 +0.6%
ECM
593
Everence Capital Management
Indiana
$571K – – –
CC
594
Colrain Capital
Massachusetts
$568K -$665K -17,000 -55%
Simplex Trading
595
Simplex Trading
Illinois
$566K +$546K +13,942 New
BFO
596
Boston Family Office
Massachusetts
$564K – – –
DPIM
597
Duff & Phelps Investment Management
Illinois
$559K -$50.9K -1,300 -9%
AP
598
Advisor Partners
California
$544K +$526K +13,437 New
PWLP
599
Prio Wealth Limited Partnership
Massachusetts
$534K – – –
BG
600
Bahl & Gaynor
Ohio
$532K – – –