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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
626
Unique Wealth Strategies
Illinois
$977K -$43.5K -662 -5%
EI
627
Ellevest Inc
New York
$977K +$38.5K +585 +4%
SA
628
SpiderRock Advisors
Delaware
$969K +$237K +3,598 +36%
OFG
629
OmniStar Financial Group
North Carolina
$966K +$882K +13,412 New
WCM
630
Whitener Capital Management
North Carolina
$965K -$43.4K -660 -5%
KWM
631
Kingsview Wealth Management
Oregon
$961K +$496K +7,537 +129%
SC
632
Scotia Capital
Ontario, Canada
$960K +$879K +13,363 New
SF
633
Synovus Financial
Georgia
$952K +$46K +700 +6%
SIA
634
Strategic Investment Advisors
Michigan
$943K -$25.7K -391 -3%
PBK
635
Peoples Bank (Kansas)
Kansas
$941K – – –
PI
636
Pettee Investors
Connecticut
$936K – – –
FT
637
Fiduciary Trust
Massachusetts
$932K +$22.6K +343 +3%
FRA
638
Frank Rimerman Advisors
California
$928K +$9.34K +142 +1%
KWM
639
Kolinsky Wealth Management
New Jersey
$927K +$7.89K +120 +0.9%
GI
640
GAMMA Investing
California
$914K +$233K +3,540 +39%
JCM
641
Jacobi Capital Management
Pennsylvania
$913K +$1.71K +26 +0.2%
OTPPB
642
Ontario Teachers' Pension Plan Board
Ontario, Canada
$911K +$130K +1,969 +18%
AG
643
Ascent Group
Virginia
$910K +$374K +5,680 +81%
MAM
644
MMA Asset Management
Pennsylvania
$909K +$990K +15,054 +406%
VA
645
Valmark Advisers
Ohio
$908K +$23.6K +359 +3%
PD
646
Point72 (DIFC)
United Arab Emirates
$901K +$825K +12,543 New
AFCM
647
Applied Finance Capital Management
Puerto Rico
$898K – – –
SPA
648
Sherbrooke Park Advisers
New York
$888K +$159K +2,425 +24%
SC
649
Schulhoff & Co
Ohio
$887K +$263 +4 +0%
RWP
650
RWA Wealth Partners
Massachusetts
$885K -$42.5K -646 -5%
24 25
26
27 28