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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
BW
601
Basepoint Wealth
Iowa
$601K -$7.12K -166 -1%
Lazard Asset Management
602
Lazard Asset Management
New York
$598K -$2.11M -49,109 -78%
JFG
603
Jefferies Financial Group
New York
$596K +$575K +13,390 New
MAS
604
Meeder Advisory Services
Ohio
$595K -$87.5K -2,040 -13%
LIM
605
Loudon Investment Management
New Hampshire
$595K -$156K -3,635 -21%
JCM
606
Jacobi Capital Management
Pennsylvania
$588K +$343 +8 +0.1%
WSTAM
607
Wilbanks Smith & Thomas Asset Management
Virginia
$585K -$111K -2,597 -16%
SW
608
SteelPeak Wealth
California
$585K -$2.34M -54,479 -81%
EFS
609
Essex Financial Services
Connecticut
$580K +$4.68K +109 +0.8%
PI
610
Pettee Investors
Connecticut
$580K +$31.3K +730 +6%
SWM
611
SeaCrest Wealth Management
New York
$579K -$60.8K -1,416 -10%
Bessemer Group
612
Bessemer Group
New Jersey
$578K -$76.2K -1,776 -12%
OQS
613
Occudo Quantitative Strategies
Florida
$577K +$556K +12,961 New
RCM
614
Raleigh Capital Management
North Carolina
$574K -$4.81K -112 -0.9%
IWM
615
IHT Wealth Management
Illinois
$573K +$161K +3,750 +41%
DC
616
Davenport & Co
Virginia
$563K +$88.4K +2,059 +19%
BIAS
617
Beacon Investment Advisory Services
New Jersey
$562K – – –
KWM
618
Kolinsky Wealth Management
New Jersey
$562K -$24.3K -567 -4%
FHC
619
First Heartland Consultants
Missouri
$561K +$279K +6,495 +106%
FWIA
620
Fort Washington Investment Advisors
Ohio
$558K – – –
AIM
621
Aigen Investment Management
New York
$555K +$535K +12,466 New
VA
622
Valmark Advisers
Ohio
$553K +$4.03K +94 +0.8%
SCA
623
Snowden Capital Advisors
New York
$551K +$53K +1,234 +11%
TRCT
624
Tower Research Capital (TRC)
New York
$549K -$7.77K -181 -1%
DWP
625
Daymark Wealth Partners
Ohio
$548K +$528K +12,308 New