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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
576
Lincoln National Corp
Pennsylvania
$595K +$256K +6,008 +64%
BRWA
577
B. Riley Wealth Advisors
Florida
$592K +$86.2K +2,023 +15%
CFB
578
Cullen/Frost Bankers
Texas
$591K -$6.18K -145 -0.9%
DLHL
579
Donald L. Hagan LLC
Florida
$590K +$653K +15,327 New
B
580
Bailard
California
$589K +$2.3K +54 +0.4%
UCFA
581
United Capital Financial Advisors
Texas
$586K -$68.3K -1,603 -10%
BCM
582
Bayesian Capital Management
New York
$586K +$648K +15,200 New
GT
583
Greenleaf Trust
Michigan
$582K -$122K -2,852 -16%
FTDI
584
First Trust Direct Indexing
Massachusetts
$581K -$16K -376 -2%
MCM
585
McRae Capital Management
New Jersey
$579K – – –
CA
586
Cornerstone Advisors
North Carolina
$578K – – –
MGP
587
Metis Global Partners
California
$578K +$68.1K +1,597 +12%
RG
588
Rathbones Group
United Kingdom
$575K +$45.6K +1,070 +8%
BFO
589
Boston Family Office
Massachusetts
$572K – – –
CL
590
CPWM LLC
Washington
$571K -$280K -6,569 -31%
VHAM
591
Van Hulzen Asset Management
California
$570K – – –
AI
592
Accredited Investors
Minnesota
$565K +$1.07K +25 +0.2%
NB
593
NBT Bank
New York
$564K -$13.5K -317 -2%
FFA
594
First Foundation Advisors
California
$559K +$3.33K +78 +0.5%
FIA
595
Foundations Investment Advisors
Arizona
$554K +$285K +6,684 +87%
SWM
596
SeaCrest Wealth Management
New York
$552K +$33.8K +793 +6%
BCM
597
Brookstone Capital Management
Illinois
$551K -$1.24K -29 -0.2%
CAM
598
Cresset Asset Management
Illinois
$548K +$23.2K +545 +4%
OTPPB
599
Ontario Teachers' Pension Plan Board
Ontario, Canada
$548K +$232K +5,435 +62%
BW
600
Basepoint Wealth
Iowa
$546K -$16.5K -387 -3%