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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Accurate Wealth Management
Florida
$2.89M -$139K -1,018 -5%
GIA
627
Guyasuta Investment Advisors
Pennsylvania
$2.88M -$167K -1,223 -6%
WANY
628
Wealthspire Advisors (New York)
New York
$2.88M +$507K +3,707 +23%
SCTC
629
Sanibel Captiva Trust Company
Florida
$2.87M +$333K +2,437 +14%
HP
630
Havemeyer Place
Connecticut
$2.87M +$1.4M +10,203 +106%
AM
631
AGF Management
Ontario, Canada
$2.87M -$1.12M -8,190 -29%
SAM
632
Securian Asset Management
Minnesota
$2.87M -$59.3K -434 -2%
CFM
633
Catalyst Funds Management
Australia
$2.86M +$1.13M +8,250 +72%
MAA
634
Mraz Amerine & Associates
California
$2.85M -$77.9K -570 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
635
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.85M -$1.21M -8,882 -31%
CFP
636
Cascade Financial Partners
California
$2.83M -$22.6K -165 -0.8%
KCM
637
Kanawha Capital Management
Virginia
$2.82M -$126K -923 -5%
XT
638
XTX Topco
Cayman Islands
$2.81M +$118K +863 +5%
CCM
639
Coldstream Capital Management
Washington
$2.81M -$210K -1,533 -7%
VWM
640
Vivid Wealth Management
Iowa
$2.79M -$809K -5,914 -23%
BS
641
Banco Santander
Spain
$2.76M +$383K +2,802 +17%
LB
642
Legacy Bridge
Iowa
$2.73M +$7.79K +57 +0.3%
PAM
643
Paradigm Asset Management
New York
$2.7M +$164K +1,200 +7%
EIA
644
Edgemoor Investment Advisors
Maryland
$2.69M – – –
GRP
645
Global Retirement Partners
California
$2.69M +$2.54M +18,594 New
CI Investments Inc
646
CI Investments Inc
Ontario, Canada
$2.68M +$2.05M +14,961 +421%
DWM
647
Diversify Wealth Management
Utah
$2.66M +$1.22M +8,959 +113%
DAS
648
Diversify Advisory Services
Utah
$2.66M +$2.31M +16,877 New
IAA
649
Independent Advisor Alliance
North Carolina
$2.66M +$38.6K +282 +2%
ISL
650
Ingalls & Snyder LLC
New York
$2.61M -$13.4K -98 -0.5%