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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
Marathon Capital Management
Maryland
$325K – – –
EH
602
Employers Holdings
Nevada
$317K +$56.3K +1,340 +17%
PWLP
603
Prio Wealth Limited Partnership
Massachusetts
$315K – – –
BSW
604
Buckingham Strategic Wealth
Missouri
$311K +$128K +3,057 +49%
FHB
605
First Hawaiian Bank
Hawaii
$310K +$387K +9,209 New
PGFC
606
Peapack-Gladstone Financial Corp
New Jersey
$309K +$13K +309 +3%
DWT
607
Dorsey & Whitney Trust
South Dakota
$306K +$16.7K +398 +5%
AC
608
Apella Capital
Connecticut
$304K +$379K +9,023 New
GAG
609
GM Advisory Group
New York
$303K +$378K +9,000 New
AWM
610
Altium Wealth Management
New York
$302K +$48.4K +1,153 +15%
GTCM
611
Gyon Technologies Capital Management
New Jersey
$297K +$371K +8,825 New
BBA
612
BLB&B Advisors
Pennsylvania
$293K -$110K -2,625 -23%
CG
613
Caprock Group
Idaho
$293K -$39.1K -930 -10%
PHK
614
Point72 Hong Kong
Hong Kong
$292K +$365K +8,681 New
UB
615
UMB Bank
Missouri
$291K -$218K -5,196 -38%
I
616
IberiaBank
Louisiana
$290K -$798 -19 -0.2%
SCCM
617
Schafer Cullen Capital Management
New York
$286K -$94.5K -2,250 -21%
CNBT
618
Canandaigua National Bank & Trust
New York
$286K – – –
TTWM
619
TCV Trust & Wealth Management
Virginia
$286K – – –
ACS
620
Archford Capital Strategies
Illinois
$284K +$78.4K +1,866 +28%
HI
621
Hendershot Investments
Virginia
$279K – – –
MAM
622
Meeder Asset Management
Ohio
$278K +$92.6K +2,204 +36%
EBSAM
623
Eubel Brady & Suttman Asset Management
Ohio
$276K +$15.4K +367 +5%
SLAM
624
Swiss Life Asset Management
$275K +$1.26K +30 +0.4%
BBHC
625
Brown Brothers Harriman & Co
New York
$274K -$28.7K -683 -8%
23 24
25
26 27