We are live on ! Find out more
BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
601
First Trust Direct Indexing
Massachusetts
$750K +$64.5K +1,331 +9%
FT
602
Fiduciary Trust
Massachusetts
$749K -$15.1K -312 -2%
VDI
603
Vaughan David Investments
Illinois
$736K -$226K -4,655 -22%
WT
604
Whittier Trust
California
$735K – – –
APC
605
Aspire Private Capital
North Carolina
$734K +$79.5K +1,639 +11%
RG
606
Rathbones Group
United Kingdom
$729K +$80.1K +1,651 +11%
BMO
607
Beck Mack & Oliver
New York
$728K – – –
OAM
608
Ostrum Asset Management
France
$725K +$773K +15,948 New
PWP
609
Principle Wealth Partners
Connecticut
$723K – – –
NA
610
NewEdge Advisors
Louisiana
$720K -$65.6K -1,353 -8%
GT
611
Greenleaf Trust
Michigan
$717K +$17.3K +357 +2%
WSTAM
612
Wilbanks Smith & Thomas Asset Management
Virginia
$715K -$1.72M -35,388 -69%
RIA
613
Realta Investment Advisors
Delaware
$713K -$52.1K -1,075 -6%
QI
614
Qtron Investments
Massachusetts
$710K +$758K +15,627 New
TC
615
Telemus Capital
Michigan
$704K -$17.5K -360 -2%
SS
616
Simplicity Solutions
Minnesota
$702K +$749K +15,445 New
BFG
617
Bleakley Financial Group
New Jersey
$701K +$77.2K +1,593 +12%
MAS
618
Meeder Advisory Services
Ohio
$700K +$78.1K +1,610 +12%
SM
619
Sciencast Management
New Jersey
$696K +$844K +17,413 New
AM
620
AGF Management
Ontario, Canada
$693K -$104M -2,146,139 -99%
CFB
621
Cullen/Frost Bankers
Texas
$690K +$49.2K +1,014 +7%
B
622
Bailard
California
$685K -$10.4K -215 -1%
AWM
623
Apollon Wealth Management
South Carolina
$682K -$1.89K -39 -0.3%
MCM
624
McRae Capital Management
New Jersey
$681K – – –
VHAM
625
Van Hulzen Asset Management
California
$673K – – –
23 24
25
26 27