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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
576
Atlantic Union Bankshares
Virginia
$612K +$652K +13,870 New
SPC
577
Sigma Planning Corp
Michigan
$611K +$41.8K +890 +7%
CFA
578
Carroll Financial Associates
North Carolina
$605K -$48K -1,022 -7%
BP
579
Ballentine Partners
Massachusetts
$605K +$29.8K +635 +5%
TCM
580
Teza Capital Management
Illinois
$601K -$623K -13,253 -49%
SJIM
581
St. Johns Investment Management
Florida
$599K +$10.7K +227 +2%
HA
582
H2O AM
United Kingdom
$598K +$735K +15,635 New
FIG
583
FundX Investment Group
California
$597K – – –
CBU
584
CIBC Bank USA
Illinois
$595K -$13.2K -280 -2%
FIM
585
Fruth Investment Management
Texas
$593K – – –
JIC
586
Johnson Investment Counsel
Ohio
$584K -$95.8K -2,039 -13%
CC
587
ClearArc Capital
Ohio
$584K -$69.8K -1,485 -10%
WT
588
Whittier Trust
California
$575K – – –
PIA
589
Piedmont Investment Advisors
North Carolina
$574K -$1.94M -41,253 -76%
OIA
590
Optimum Investment Advisors
Illinois
$571K – – –
GFS
591
GYL Financial Synergies
Connecticut
$569K +$12.3K +261 +2%
VIA
592
Vident Investment Advisory
Georgia
$567K -$2.1M -44,751 -78%
HNB
593
Huntington National Bank
Ohio
$567K -$179K -3,809 -23%
HAIM
594
Hunter Associates Investment Management
Pennsylvania
$563K -$28.2K -600 -4%
EFS
595
Essex Financial Services
Connecticut
$561K -$58.8K -1,251 -9%
BG
596
Bahl & Gaynor
Ohio
$561K – – –
HCM
597
Hutchinson Capital Management
California
$561K – – –
SKK
598
Shepherd Kaplan Krochuk
Massachusetts
$561K – – –
PW
599
Price Wealth
Texas
$561K +$6.06K +129 +1%
BCM
600
Brookstone Capital Management
Illinois
$560K +$169K +3,588 +39%
22 23
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