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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AII
601
AGF Investments Inc
Ontario, Canada
$425K +$297K +8,114 +281%
BFEC
602
Benjamin F. Edwards & Company
Missouri
$424K -$3.95K -108 -1%
LNC
603
Lincoln National Corp
Pennsylvania
$424K +$10.4K +283 +3%
HPC
604
Hobart Private Capital
North Carolina
$423K +$401K +10,947 New
NIT
605
NumerixS Investment Technologies
British Columbia, Canada
$423K +$400K +10,935 New
OIA
606
Optimum Investment Advisors
Illinois
$422K -$36.6K -1,000 -8%
EI
607
Ethic Inc
New York
$421K +$398K +10,882 New
AUB
608
Atlantic Union Bankshares
Virginia
$416K -$123K -3,350 -24%
PAS
609
Partnervest Advisory Services
California
$416K – – –
WT
610
Whittier Trust
California
$411K -$46.8K -1,280 -11%
KPW
611
Kore Private Wealth
New York
$411K -$36.3K -991 -9%
PA
612
Profund Advisors
Maryland
$410K -$8.2K -224 -2%
CG
613
Caprock Group
Idaho
$410K +$69.2K +1,892 +22%
ICM
614
Intrepid Capital Management
Florida
$409K -$74.2K -2,029 -16%
PI
615
Pettee Investors
Connecticut
$408K – – –
RCAMU
616
Rothschild & Co Asset Management US
Connecticut
$406K +$18.3K +501 +5%
DBIA
617
Dumont & Blake Investment Advisors
New Jersey
$405K -$6.84K -187 -2%
HCM
618
Hudson Capital Management
New Jersey
$400K – – –
S
619
Seeyond
France
$399K -$131K -3,581 -26%
AWM
620
Altium Wealth Management
New York
$399K +$49.3K +1,348 +15%
OWA
621
Outlook Wealth Advisors
Texas
$395K +$374K +10,226 New
ST
622
Sabal Trust
Florida
$394K – – –
TIA
623
Traphagen Investment Advisors
New Jersey
$393K – – –
CPA
624
Clear Perspective Advisors
Illinois
$392K -$27.3K -745 -7%
SLAM
625
Swiss Life Asset Management
$390K +$70.7K +1,931 +24%
23 24
25
26 27