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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PI
601
Pettee Investors
Connecticut
$678K – – –
LIM
602
Loudon Investment Management
New Hampshire
$675K -$6.36K -138 -1%
TAM
603
Tocqueville Asset Management
New York
$675K +$83.7K +1,817 +16%
BIAS
604
Beacon Investment Advisory Services
New Jersey
$673K +$14K +303 +2%
WWM
605
Western Wealth Management
Colorado
$672K -$54.8K -1,189 -8%
DEA
606
DoubleLine ETF Adviser
Florida
$667K +$37.9K +822 +7%
BP
607
Ballentine Partners
Massachusetts
$666K +$91.7K +1,990 +18%
KWM
608
Kolinsky Wealth Management
New Jersey
$665K +$27.9K +606 +5%
FT
609
Fiduciary Trust
Massachusetts
$658K +$22.8K +495 +4%
SC
610
Schulhoff & Co
Ohio
$649K +$184 +4 +0%
MAS
611
Meeder Advisory Services
Ohio
$644K +$65.1K +1,413 +13%
SAM
612
Sompo Asset Management
Japan
$643K +$78.8K +1,710 +16%
VA
613
Valmark Advisers
Ohio
$640K -$2.3K -50 -0.4%
EI
614
Ellevest Inc
New York
$640K +$66.4K +1,441 +13%
DWP
615
Daymark Wealth Partners
Ohio
$636K +$17.5K +379 +3%
LOAMS
616
Lombard Odier Asset Management (Switzerland)
Switzerland
$635K -$106K -2,305 -16%
VCM
617
Virtue Capital Management
Tennessee
$635K -$105K -2,269 -16%
BWP
618
BSW Wealth Partners
Colorado
$634K +$22.5K +489 +4%
Los Angeles Capital Management
619
Los Angeles Capital Management
California
$632K -$577K -12,526 -51%
AWM
620
Axxcess Wealth Management
California
$630K +$19.8K +429 +4%
DC
621
Davenport & Co
Virginia
$629K -$20.2K -438 -3%
SF
622
Synovus Financial
Georgia
$625K +$19.3K +419 +4%
FIM
623
Fruth Investment Management
Texas
$624K – – –
CL
624
Choreo LLC
Illinois
$620K +$9.58K +208 +2%
1IA
625
1834 Investment Advisors
Wisconsin
$616K – – –