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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
576
Boston Family Office
Massachusetts
$437K – – –
HCM
577
Hutchinson Capital Management
California
$436K – – –
SPIA
578
Steward Partners Investment Advisory
New York
$436K +$5.9K +162 +1%
DWA
579
Douglass Winthrop Advisors
New York
$433K +$13.7K +377 +3%
AIP
580
Ameritas Investment Partners
Nebraska
$432K -$35.2K -968 -7%
JCM
581
Jacobi Capital Management
Pennsylvania
$431K +$37K +1,015 +9%
MYLI
582
Meiji Yasuda Life Insurance
Japan
$429K +$32.6K +896 +8%
CI
583
Conning Inc
Connecticut
$423K -$5.42K -149 -1%
GWM
584
Geneos Wealth Management
Colorado
$421K +$84.1K +2,309 +22%
FPB
585
First PREMIER Bank
South Dakota
$418K – – –
HAG
586
HighPoint Advisor Group
Illinois
$416K -$5.75K -158 -1%
Eagle Capital Management (New York)
587
Eagle Capital Management (New York)
New York
$412K – – –
AIM
588
Aigen Investment Management
New York
$408K +$432K +11,880 New
COF
589
Capital One Financial
Virginia
$404K – – –
KPW
590
Kore Private Wealth
New York
$402K +$38.7K +1,063 +10%
BRWA
591
B. Riley Wealth Advisors
Florida
$401K -$32K -878 -7%
NB
592
NBT Bank
New York
$400K -$2.66K -73 -0.6%
HPC
593
Hobart Private Capital
North Carolina
$399K +$24.8K +680 +6%
SLF
594
Sun Life Financial
Ontario, Canada
$398K +$422K +11,598 New
BG
595
Bahl & Gaynor
Ohio
$388K – – –
OAM
596
Optimal Asset Management
California
$388K +$411K +11,301 New
HPC
597
HM Payson & Co
Maine
$387K -$14.6K -400 -3%
CS
598
Cannell & Spears
New York
$387K – – –
ANRIA
599
American National Registered Investment Advisor
Texas
$386K – – –
HAIM
600
Hunter Associates Investment Management
Pennsylvania
$386K – – –