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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Apollon Wealth Management
South Carolina
$685K -$85.9K -2,004 -12%
CA
602
Cornerstone Advisors
North Carolina
$683K – – –
MCM
603
McRae Capital Management
New Jersey
$682K -$1.5K -35 -0.2%
CT
604
Chicago Trust
Illinois
$678K +$82.9K +1,933 +15%
VHAM
605
Van Hulzen Asset Management
California
$674K – – –
S
606
Seeyond
France
$673K +$233K +5,434 +58%
VCA
607
Verdence Capital Advisors
Maryland
$671K +$206K +4,807 +48%
AI
608
Accredited Investors
Minnesota
$666K -$1.07K -25 -0.2%
APC
609
Aspire Private Capital
North Carolina
$661K +$48.4K +1,128 +8%
RG
610
Rathbones Group
United Kingdom
$656K -$22.1K -516 -3%
JFG
611
Jefferies Financial Group
New York
$653K +$615K +14,350 New
NB
612
NBT Bank
New York
$651K -$14.5K -338 -2%
MOS
613
MGO One Seven
Ohio
$647K +$259K +6,041 +74%
CFB
614
Cullen/Frost Bankers
Texas
$645K -$50.6K -1,180 -8%
BRWA
615
B. Riley Wealth Advisors
Florida
$641K -$54K -1,259 -8%
SWM
616
SeaCrest Wealth Management
New York
$638K -$13.3K -309 -2%
BW
617
Basepoint Wealth
Iowa
$632K -$13K -302 -2%
BFO
618
Boston Family Office
Massachusetts
$630K -$43.5K -1,015 -7%
BFG
619
Bleakley Financial Group
New Jersey
$630K +$593K +13,836 New
MAS
620
Meeder Advisory Services
Ohio
$628K +$592K +13,795 New
OAM
621
Oppenheimer Asset Management
New York
$628K -$112K -2,607 -16%
WOSD
622
WFA of San Diego
California
$626K -$8.15K -190 -1%
OWA
623
Outlook Wealth Advisors
Texas
$621K -$4.16K -97 -0.7%
FNFDCM
624
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$619K -$15K -350 -3%
FPCG
625
Fort Pitt Capital Group
Pennsylvania
$616K -$432K -10,068 -43%
23 24
25
26 27