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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
651
USCA RIA
Texas
$496K +$48 +1 +0%
MHC
652
Meyer Handelman Company
New York
$495K – – –
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$492K -$22.2K -465 -5%
CAS
654
Cue Advisory Services
Arizona
$487K -$70.5K -1,475 -13%
PGIM
655
Pacific Global Investment Management
California
$484K +$1.91K +40 +0.4%
LIM
656
Leavell Investment Management
Alabama
$483K -$167K -3,500 -27%
ZCA
657
Zeke Capital Advisors
Pennsylvania
$482K +$29.8K +624 +7%
AI
658
Atria Investments
North Carolina
$482K +$161K +3,362 +55%
GWM
659
Geneos Wealth Management
Colorado
$480K +$115K +2,414 +34%
PWLP
660
Prio Wealth Limited Partnership
Massachusetts
$477K – – –
BAM
661
Berkshire Asset Management
Pennsylvania
$475K +$125K +2,617 +39%
PAG
662
Private Advisory Group
Washington
$474K -$476K -9,943 -52%
WJA
663
Williams Jones & Associates
New York
$474K -$9.85K -206 -2%
CG
664
Caprock Group
Idaho
$473K +$443K +9,264 New
LIC
665
Lodestar Investment Counsel
Illinois
$465K -$9.57K -200 -2%
PCMM
666
Private Capital Management (Minnesota)
Minnesota
$459K -$115K -2,400 -21%
CCA
667
Checchi Capital Advisers
California
$456K -$18.5K -387 -4%
NSAM
668
North Star Asset Management
Wisconsin
$454K -$35.9K -750 -8%
CCFCSB
669
Cape Cod Five Cents Savings Bank
Massachusetts
$450K -$1.91K -40 -0.5%
NIM
670
Northeast Investment Management
Massachusetts
$448K – – –
GS
671
GAM Systematic
United Kingdom
$448K +$420K +8,773 New
S
672
SignatureFD
Georgia
$446K +$10.2K +213 +2%
CL
673
CPWM LLC
Washington
$441K -$51K -1,066 -11%
CSM
674
CAMG Solamere Management
North Carolina
$439K +$7.41K +155 +2%
FHA
675
First Horizon Advisors
Tennessee
$436K – – –
25 26
27
28 29