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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$766K -$106K -2,118 -12%
BFO
577
Boston Family Office
Massachusetts
$761K – – –
VHAM
578
Van Hulzen Asset Management
California
$758K -$23.5K -470 -3%
TAM
579
Tocqueville Asset Management
New York
$756K – – –
NA
580
NewEdge Advisors
Louisiana
$756K +$54.2K +1,083 +8%
HAG
581
HighPoint Advisor Group
Illinois
$756K +$61.4K +1,228 +9%
MWM
582
Mission Wealth Management
California
$736K +$15.7K +314 +2%
LSA
583
Leonteq Securities AG
Switzerland
$736K -$698K -13,957 -49%
AIC
584
Aurora Investment Counsel
Georgia
$735K -$33.4K -668 -4%
LTI
585
Laffer Tengler Investments
Tennessee
$725K +$444K +8,874 +168%
VAS
586
Vestmark Advisory Solutions
Massachusetts
$723K +$706K +14,110 New
FFA
587
First Foundation Advisors
California
$713K +$20.5K +410 +3%
RC
588
RegentAtlantic Capital
New Jersey
$712K -$37.2K -744 -5%
JIC
589
Joel Isaacson & Co
New York
$712K – – –
SP
590
Symmetry Partners
Connecticut
$712K – – –
Vanguard Personalized Indexing Management
591
Vanguard Personalized Indexing Management
California
$712K +$252K +5,027 +57%
SA
592
Sicart Associates
New York
$706K – – –
AAS
593
Avantax Advisory Services
Texas
$695K -$23.5K -470 -3%
KPW
594
Kore Private Wealth
New York
$694K +$57.2K +1,143 +9%
FIM
595
Fruth Investment Management
Texas
$681K – – –
LNC
596
Lincoln National Corp
Pennsylvania
$671K -$150 -3 -0%
TC
597
Trust Company
Kansas
$669K -$202K -4,042 -24%
BCM
598
Brookstone Capital Management
Illinois
$668K -$32.2K -643 -5%
BU
599
BBVA USA
Alabama
$668K +$653K +13,044 New
BCM
600
Brasada Capital Management
Texas
$666K +$250K +5,000 +63%