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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
651
Rothschild Investment LLC
Illinois
$244K +$126K +3,000 +71%
OIA
652
OneDigital Investment Advisors
Kansas
$243K +$7.01K +167 +2%
CPO
653
Cerity Partners OCIO
New York
$242K -$17K -405 -5%
CCP
654
Corient Capital Partners
California
$240K +$49.8K +1,185 +20%
SBSB
655
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K -$1.85K -44 -0.6%
LOAME
656
Lombard Odier Asset Management (Europe)
United Kingdom
$236K -$82.2K -1,957 -22%
BLAM
657
Bourne Lent Asset Management
New York
$236K – – –
ECM
658
ExodusPoint Capital Management
New York
$235K -$2M -47,647 -87%
LJAC
659
L.J. Altfest & Co
New York
$233K -$159K -3,776 -35%
FCFC
660
First Commonwealth Financial Corp
Pennsylvania
$233K – – –
WPW
661
Waldron Private Wealth
Pennsylvania
$233K +$46.4K +1,106 +19%
XM
662
XTX Markets
New York
$233K +$290K +6,915 New
TC
663
Trust Company
Kansas
$232K +$283K +6,750 +4,500%
YWP
664
YorkBridge Wealth Partners
New York
$231K – – –
GLA
665
Great Lakes Advisors
Illinois
$231K +$289K +6,873 New
FNBT
666
FineMark National Bank & Trust
Florida
$230K -$20.6K -491 -7%
IC
667
IEQ Capital
California
$230K -$14.4K -342 -5%
QPWM
668
Quadrant Private Wealth Management
Pennsylvania
$229K – – –
PCA
669
Peddock Capital Advisors
Massachusetts
$227K – – –
S
670
SignatureFD
Georgia
$227K +$86.7K +2,065 +44%
SSWM
671
Sheets Smith Wealth Management
North Carolina
$226K – – –
DC
672
Davenport & Co
Virginia
$224K +$60.3K +1,435 +27%
TCPWM
673
Traverso Chambers Private Wealth Management
California
$223K – – –
RC
674
Roundview Capital
New Jersey
$222K – – –
VWM
675
Valley Wealth Managers
New Jersey
$221K -$12.6K -300 -4%
25 26
27
28 29