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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
576
First Horizon Advisors
Tennessee
$672K +$277K +5,335 +70%
SP
577
Symmetry Partners
Connecticut
$670K -$82.1K -1,579 -11%
FIM
578
Fruth Investment Management
Texas
$668K -$20.8K -400 -3%
OWA
579
Outlook Wealth Advisors
Texas
$666K +$11.7K +226 +2%
PTC
580
Private Trust Company
Ohio
$665K +$406K +7,803 +156%
AAS
581
Avantax Advisory Services
Texas
$662K -$40.5K -779 -6%
EFS
582
Essex Financial Services
Connecticut
$660K +$173K +3,326 +35%
HCM
583
Hutchinson Capital Management
California
$658K – – –
HIIFS
584
Harel Insurance Investments & Financial Services
Israel
$652K -$647K -12,441 -50%
SF
585
Synovus Financial
Georgia
$643K +$104 +2 +0%
TCOV
586
Trust Company of Vermont
Vermont
$638K -$312 -6 -0%
VI
587
Vestcor Inc
New Brunswick, Canada
$637K -$1M -19,313 -61%
FPB
588
First PREMIER Bank
South Dakota
$637K – – –
PWP
589
Principle Wealth Partners
Connecticut
$627K – – –
SPIA
590
Steward Partners Investment Advisory
New York
$626K -$9.41K -181 -1%
AWM
591
Altium Wealth Management
New York
$624K -$5.25K -101 -0.8%
WW
592
Waterfront Wealth
Kansas
$620K +$572 +11 +0.1%
AIP
593
Almanack Investment Partners
Pennsylvania
$604K -$3.17K -61 -0.5%
NB
594
NBT Bank
New York
$604K +$4.11K +79 +0.7%
MCM
595
Marathon Capital Management
Maryland
$602K +$125K +2,402 +26%
BU
596
BBVA USA
Alabama
$599K -$77.4K -1,489 -11%
SAM
597
Sompo Asset Management
Japan
$596K +$598K +11,500 New
BG
598
Bahl & Gaynor
Ohio
$586K – – –
CS
599
Cannell & Spears
New York
$584K – – –
WSFS
600
Wilmington Savings Fund Society
Delaware
$582K -$13K -250 -2%
22 23
24
25 26