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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
626
Pettee Investors
Connecticut
$780K – – –
EI
627
Ellevest Inc
New York
$779K +$30.4K +525 +4%
DEA
628
DoubleLine ETF Adviser
Florida
$778K -$38.2K -660 -5%
RWP
629
RWA Wealth Partners
Massachusetts
$776K -$463 -8 -0.1%
MMA
630
Mizuho Markets Americas
New York
$773K +$747K +12,915 New
FTWA
631
Fifth Third Wealth Advisors
Ohio
$773K +$64.1K +1,107 +9%
PA
632
Profund Advisors
Maryland
$772K -$62.6K -1,081 -8%
HWM
633
HB Wealth Management
Georgia
$769K +$81.9K +1,415 +12%
CWS
634
Confluence Wealth Services
Pennsylvania
$766K +$148K +2,553 +25%
KWM
635
Kolinsky Wealth Management
New Jersey
$766K +$2.14K +37 +0.3%
FRA
636
Frank Rimerman Advisors
California
$765K +$739K +12,766 New
CRI
637
Commonwealth Retirement Investments
Virginia
$762K -$892K -15,421 -55%
JCM
638
Jacobi Capital Management
Pennsylvania
$759K -$60.1K -1,039 -8%
FT
639
Fiduciary Trust
Massachusetts
$756K +$3.65K +63 +0.5%
EF
640
Empowered Funds
Pennsylvania
$754K +$114K +1,978 +19%
SF
641
Synovus Financial
Georgia
$751K +$15.7K +271 +2%
AFCM
642
Applied Finance Capital Management
Puerto Rico
$749K +$723K +12,503 New
MNBTD
643
Moody National Bank Trust Division
Texas
$747K +$48.1K +831 +7%
WA
644
WealthTrust Axiom
Pennsylvania
$745K +$58 +1 +0%
OAM
645
Oppenheimer Asset Management
New York
$742K -$117K -2,021 -14%
SC
646
Schulhoff & Co
Ohio
$739K +$174 +3 +0%
VA
647
Valmark Advisers
Ohio
$735K +$5.03K +87 +0.7%
BIAS
648
Beacon Investment Advisory Services
New Jersey
$732K – – –
OWA
649
Outlook Wealth Advisors
Texas
$727K -$23.5K -406 -3%
FNFDCM
650
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$724K -$33K -570 -5%
24 25
26
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