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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCIA
576
Gabelli & Co Investment Advisers
New York
$690K +$429K +10,000 +182%
FTDI
577
First Trust Direct Indexing
Massachusetts
$689K -$44.1K -1,028 -6%
V
578
Veritable
Delaware
$683K -$117K -2,722 -15%
TI
579
Tidal Investments
Wisconsin
$681K +$214K +4,983 +48%
AWAP
580
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$675K +$18.4K +429 +3%
B
581
Bailard
California
$673K +$2.58K +60 +0.4%
HW
582
Hancock Whitney
Mississippi
$670K +$217K +5,046 +50%
MCM
583
McRae Capital Management
New Jersey
$667K – – –
FIA
584
Foundations Investment Advisors
Arizona
$667K -$197K -4,585 -23%
VHAM
585
Van Hulzen Asset Management
California
$659K – – –
TMAM
586
Tokio Marine Asset Management
Japan
$659K -$133K -3,096 -17%
FT
587
Fiduciary Trust
Massachusetts
$652K -$79K -1,840 -11%
LOAMS
588
Lombard Odier Asset Management (Switzerland)
Switzerland
$646K +$388K +9,040 +165%
IC
589
IEQ Capital
California
$640K -$200K -4,667 -24%
OIA
590
OneDigital Investment Advisors
Kansas
$640K +$18K +420 +3%
VCM
591
Virtue Capital Management
Tennessee
$639K +$61.1K +1,423 +11%
MCM
592
MAI Capital Management
Ohio
$629K -$304K -7,088 -33%
LIM
593
Longfellow Investment Management
Massachusetts
$622K +$136K +3,180 +29%
WW
594
Waterfront Wealth
Kansas
$620K +$132K +3,072 +29%
BFG
595
Bleakley Financial Group
New Jersey
$619K -$65.1K -1,518 -10%
SS
596
Simplicity Solutions
Minnesota
$619K -$66K -1,538 -10%
BFO
597
Boston Family Office
Massachusetts
$616K – – –
VI
598
Versor Investments
New York
$615K +$593K +13,824 New
BMC
599
Benin Management Corp
Connecticut
$611K +$373K +8,701 +173%
FNFDCM
600
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$607K +$1.33K +31 +0.2%
22 23
24
25 26