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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$904K +$114K +1,966 +15%
FCBT
602
First Citizens Bank & Trust
North Carolina
$904K -$460K -7,954 -35%
MRCM
603
M&R Capital Management
New Jersey
$902K +$926 +16 +0.1%
WBWA
604
William B. Walkup & Associates
South Carolina
$878K +$848K +14,661 New
CFB
605
Cullen/Frost Bankers
Texas
$875K -$46.5K -804 -5%
SAM
606
Sompo Asset Management
Japan
$869K +$28.9K +500 +4%
RCM
607
Raleigh Capital Management
North Carolina
$863K +$44.9K +776 +6%
WT
608
Whittier Trust
California
$862K – – –
S
609
SignatureFD
Georgia
$852K +$29.9K +516 +4%
RIA
610
Realta Investment Advisors
Delaware
$848K -$74.5K -1,288 -8%
WCM
611
Whitener Capital Management
North Carolina
$844K -$17.9K -310 -2%
LA
612
LVW Advisors
New York
$842K +$11.3K +196 +1%
VCA
613
Verdence Capital Advisors
Maryland
$841K +$190K +3,286 +31%
C
614
CEDRUS
Colorado
$840K +$5.27K +91 +0.7%
HAIM
615
Hunter Associates Investment Management
Pennsylvania
$828K -$23.1K -400 -3%
UWS
616
Unique Wealth Strategies
Illinois
$821K – – –
WW
617
Waterfront Wealth
Kansas
$818K +$2.14K +37 +0.3%
BFO
618
Boston Family Office
Massachusetts
$815K -$8.68K -150 -1%
TAM
619
Tocqueville Asset Management
New York
$810K +$1.97K +34 +0.3%
SIA
620
Strategic Investment Advisors
Michigan
$810K -$17K -294 -2%
Two Sigma Investments
621
Two Sigma Investments
New York
$804K -$45.3K -782 -6%
EGM
622
Engineers Gate Manager
New York
$803K -$2.12M -36,607 -73%
IWM
623
IHT Wealth Management
Illinois
$796K +$22.6K +390 +3%
PBK
624
Peoples Bank (Kansas)
Kansas
$784K – – –
PWLP
625
Prio Wealth Limited Partnership
Massachusetts
$782K – – –