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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
651
Rational Advisors
New York
$485K +$326K +6,971 +211%
CC
652
Courier Capital
New York
$484K -$4.68K -100 -1%
WA
653
Wheatland Advisors
Pennsylvania
$482K -$9.31K -199 -2%
QAM
654
Quantres Asset Management
Cayman Islands
$482K +$477K +10,200 New
YWP
655
YorkBridge Wealth Partners
New York
$481K +$275K +5,888 +136%
KJHP
656
K.J. Harrison & Partners
Ontario, Canada
$478K -$142K -3,042 -23%
BOH
657
Bank of Hawaii
Hawaii
$477K -$104K -2,230 -18%
JFGIW
658
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$477K -$102K -2,175 -18%
PP
659
Patten & Patten
Tennessee
$473K +$469K +10,020 New
MWM
660
Meridian Wealth Management
Kentucky
$472K +$44.4K +950 +11%
RCM
661
RNC Capital Management
California
$468K -$181K -3,876 -28%
ISL
662
Ingalls & Snyder LLC
New York
$468K +$3.98K +85 +0.9%
MWM
663
MinichMacGregor Wealth Management
New York
$465K – – –
OA
664
Oxbow Advisors
Texas
$465K – – –
CIC
665
Crawford Investment Counsel
Georgia
$464K +$8.56K +183 +2%
UR
666
USCA RIA
Texas
$459K -$1.54K -33 -0.3%
MHC
667
Meyer Handelman Company
New York
$458K – – –
CL
668
CPWM LLC
Washington
$458K +$1.64K +35 +0.4%
NSAM
669
North Star Asset Management
Wisconsin
$456K – – –
WJA
670
Williams Jones & Associates
New York
$448K -$4.68K -100 -1%
PGIM
671
Pacific Global Investment Management
California
$446K -$36.7K -785 -8%
PWLP
672
Prio Wealth Limited Partnership
Massachusetts
$442K – – –
CCA
673
Checchi Capital Advisers
California
$441K -$62.5K -1,337 -13%
LIC
674
Lodestar Investment Counsel
Illinois
$440K – – –
TA
675
Tiedemann Advisors
New York
$433K +$429K +9,178 New
25 26
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