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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
601
Steward Partners Investment Advisory
New York
$711K +$10.4K +181 +2%
RIL
602
Rothschild Investment LLC
Illinois
$708K +$404K +7,030 +136%
SFA
603
Semmax Financial Advisors
North Carolina
$704K -$201K -3,490 -22%
PWP
604
Principle Wealth Partners
Connecticut
$703K – – –
CC
605
Courier Capital
New York
$701K -$119K -2,078 -15%
1IA
606
1834 Investment Advisors
Wisconsin
$688K -$181K -3,156 -21%
AIP
607
Almanack Investment Partners
Pennsylvania
$687K +$10.1K +176 +2%
APC
608
Aspire Private Capital
North Carolina
$669K +$71.3K +1,240 +12%
5L
609
55I LLC
Massachusetts
$668K +$19.4K +338 +3%
EGM
610
Engineers Gate Manager
New York
$665K +$344K +5,985 +110%
IC
611
IEQ Capital
California
$662K +$27.8K +483 +4%
NB
612
NBT Bank
New York
$660K -$16.8K -293 -3%
Fiera Capital (Canada)
613
Fiera Capital (Canada)
Quebec, Canada
$660K +$71.4K +1,241 +12%
BG
614
Bahl & Gaynor
Ohio
$657K – – –
CS
615
Cannell & Spears
New York
$654K – – –
VFA
616
Voya Financial Advisors
Connecticut
$645K +$26.3K +458 +4%
ANRIA
617
American National Registered Investment Advisor
Texas
$643K -$115 -2 -0%
Bank Julius Baer & Co
618
Bank Julius Baer & Co
Switzerland
$641K +$2.01K +35 +0.3%
KPW
619
Kore Private Wealth
New York
$638K -$230K -3,999 -27%
CAM
620
Columbia Asset Management
Michigan
$636K +$28.8K +500 +5%
C
621
CEDRUS
Colorado
$636K +$630K +10,947 New
ACS
622
Archford Capital Strategies
Illinois
$635K +$36.5K +634 +6%
CCP
623
Corient Capital Partners
California
$634K +$41.4K +720 +7%
MG
624
Mather Group
Illinois
$626K +$620K +10,777 New
CT
625
Coastline Trust
Rhode Island
$619K +$575 +10 +0.1%