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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
JFL
601
Jarislowsky, Fraser Ltd
Quebec, Canada
$385K -$180K -4,943 -31%
BFEC
602
Benjamin F. Edwards & Company
Missouri
$385K +$8.66K +238 +2%
LNC
603
Lincoln National Corp
Pennsylvania
$383K +$7.97K +219 +2%
SPC
604
Sigma Planning Corp
Michigan
$382K -$191K -5,252 -32%
VIA
605
Vident Investment Advisory
Georgia
$380K -$15.1K -416 -4%
Bank Julius Baer & Co
606
Bank Julius Baer & Co
Switzerland
$378K -$582 -16 -0.1%
CG
607
Caprock Group
Idaho
$375K +$11.7K +322 +3%
OWA
608
Outlook Wealth Advisors
Texas
$375K +$25.8K +708 +7%
AUB
609
Atlantic Union Bankshares
Virginia
$374K +$5.5K +151 +1%
WSFS
610
Wilmington Savings Fund Society
Delaware
$372K -$19.8K -545 -5%
RCAMU
611
Rothschild & Co Asset Management US
Connecticut
$372K +$11.9K +328 +3%
ASN
612
Advisory Services Network
Georgia
$372K +$150K +4,114 +61%
PAS
613
Partnervest Advisory Services
California
$370K – – –
VanEck Associates
614
VanEck Associates
New York
$370K +$392K +10,770 New
HNB
615
Huntington National Bank
Ohio
$364K -$29K -796 -7%
PI
616
Pettee Investors
Connecticut
$363K – – –
KFA
617
Krane Funds Advisors
New York
$361K +$383K +10,509 New
NG
618
Northstar Group
New York
$357K -$122K -3,341 -24%
IA
619
IFG Advisory
Georgia
$355K +$51.5K +1,414 +16%
DBIA
620
Dumont & Blake Investment Advisors
New Jersey
$350K -$9.87K -271 -3%
ST
621
Sabal Trust
Florida
$350K – – –
CNC
622
Canandaigua National Corp
New York
$350K +$62.3K +1,712 +20%
PA
623
Profund Advisors
Maryland
$349K -$16.8K -462 -4%
GIA
624
Gateway Investment Advisers
Ohio
$348K -$54.2K -1,490 -13%
AWM
625
Altium Wealth Management
New York
$348K -$6.7K -184 -2%