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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
576
IEQ Capital
California
$646K +$34K +764 +5%
AWAP
577
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$646K -$846 -19 -0.1%
HVIA
578
Hudson Valley Investment Advisors
New York
$646K -$104K -2,327 -13%
MAM
579
MMA Asset Management
Pennsylvania
$642K +$671K +15,054 New
VCM
580
Virtue Capital Management
Tennessee
$639K – – –
MCM
581
McRae Capital Management
New Jersey
$639K – – –
BRWA
582
B. Riley Wealth Advisors
Florida
$637K -$1.36M -30,429 -67%
CA
583
Cornerstone Advisors
North Carolina
$635K -$539K -12,100 -45%
QI
584
Qtron Investments
Massachusetts
$633K +$460K +10,325 +228%
VHAM
585
Van Hulzen Asset Management
California
$631K – – –
LNC
586
Lincoln National Corp
Pennsylvania
$627K -$332K -7,463 -34%
LOAMS
587
Lombard Odier Asset Management (Switzerland)
Switzerland
$619K – – –
HW
588
Hancock Whitney
Mississippi
$611K -$32.8K -736 -5%
WWM
589
Western Wealth Management
Colorado
$602K +$239K +5,358 +61%
MCM
590
MAI Capital Management
Ohio
$600K -$2.27K -51 -0.4%
OIA
591
OneDigital Investment Advisors
Kansas
$599K -$15.3K -344 -2%
LIM
592
Longfellow Investment Management
Massachusetts
$596K – – –
BFO
593
Boston Family Office
Massachusetts
$590K – – –
WQ
594
Wealth Quarterback
New Jersey
$582K +$97.7K +2,193 +19%
FNFDCM
595
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$581K – – –
VFA
596
Voya Financial Advisors
Connecticut
$581K +$58.8K +1,319 +11%
PBK
597
Peoples Bank (Kansas)
Kansas
$579K +$605K +13,570 New
VDI
598
Vaughan David Investments
Illinois
$573K -$110K -2,461 -15%
IWM
599
IHT Wealth Management
Illinois
$570K +$22.1K +495 +4%
WW
600
Waterfront Wealth
Kansas
$568K +$89 +2 +0%
22 23
24
25 26