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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
601
Capital Bank & Trust
California
$514K -$6.11M -159,193 -93%
PWP
602
Principle Wealth Partners
Connecticut
$514K +$465K +12,100 New
Walleye Capital
603
Walleye Capital
New York
$510K +$461K +12,016 New
Eagle Capital Management (New York)
604
Eagle Capital Management (New York)
New York
$509K – – –
CI
605
Conning Inc
Connecticut
$504K -$16.8K -437 -4%
AIP
606
Ameritas Investment Partners
Nebraska
$503K -$27.1K -707 -6%
KPW
607
Kore Private Wealth
New York
$500K +$2.69K +70 +0.6%
BG
608
Bahl & Gaynor
Ohio
$499K +$17.3K +450 +4%
NB
609
NBT Bank
New York
$495K – – –
AWM
610
Altium Wealth Management
New York
$493K +$56.8K +1,478 +15%
SPIA
611
Steward Partners Investment Advisory
New York
$491K -$43K -1,120 -9%
AIP
612
Almanack Investment Partners
Pennsylvania
$491K +$444K +11,575 New
CCM
613
Compton Capital Management
Rhode Island
$489K -$165K -4,300 -27%
ASN
614
Advisory Services Network
Georgia
$484K +$21.8K +569 +5%
BFM
615
Boston Financial Management
Massachusetts
$482K -$65K -1,693 -13%
OAM
616
Optimal Asset Management
California
$482K +$2.15K +56 +0.5%
OWA
617
Outlook Wealth Advisors
Texas
$481K +$15.3K +399 +4%
CS
618
Cannell & Spears
New York
$478K – – –
ANRIA
619
American National Registered Investment Advisor
Texas
$477K – – –
Bank Julius Baer & Co
620
Bank Julius Baer & Co
Switzerland
$465K -$2.3K -60 -0.5%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$464K -$10.1K -264 -2%
Simplex Trading
622
Simplex Trading
Illinois
$463K -$4.48M -116,786 -91%
HPC
623
HM Payson & Co
Maine
$462K -$14.9K -387 -3%
SLF
624
Sun Life Financial
Ontario, Canada
$459K -$30K -780 -7%
WSFS
625
Wilmington Savings Fund Society
Delaware
$459K – – –