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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
651
Canandaigua National Corp
New York
$549K – – –
BWP
652
BSW Wealth Partners
Colorado
$547K +$221K +3,846 +69%
JSC
653
Jackson Square Capital
California
$544K +$146K +2,534 +37%
WANY
654
Wealthspire Advisors (New York)
New York
$543K +$36.6K +637 +7%
GIA
655
Gateway Investment Advisers
Ohio
$541K -$33.7K -586 -6%
OPS
656
Orion Portfolio Solutions
Nebraska
$537K +$17.8K +309 +3%
FMLI
657
Fukoku Mutual Life Insurance
Japan
$525K +$19.6K +340 +4%
S
658
SignatureFD
Georgia
$525K +$30.9K +537 +6%
EBSAM
659
Eubel Brady & Suttman Asset Management
Ohio
$522K – – –
WTC
660
WhitTier Trust Company
Nevada
$520K – – –
GWM
661
Geneos Wealth Management
Colorado
$516K +$26.2K +456 +5%
CPIA
662
Cornell Pochily Investment Advisors
New York
$515K +$460 +8 +0.1%
RCAG
663
Rehmann Capital Advisory Group
Michigan
$515K – – –
KFP
664
KMG Fiduciary Partners
Ohio
$513K -$1.94M -33,663 -79%
JFL
665
Jarislowsky, Fraser Ltd
Quebec, Canada
$512K -$23K -400 -4%
SWM
666
SeaCrest Wealth Management
New York
$509K +$20K +348 +4%
COF
667
Capital One Financial
Virginia
$508K – – –
DBIA
668
Dumont & Blake Investment Advisors
New Jersey
$506K -$16.4K -285 -3%
CCM
669
Chilton Capital Management
Texas
$506K – – –
HT
670
HighTower Trust
Texas
$506K +$501K +8,710 New
WT
671
Whittier Trust
California
$505K – – –
SG
672
Stonnington Group
California
$505K +$460K +8,000 New
SFI
673
Siemens Fonds Invest
Germany
$502K -$14.4K -250 -3%
MPM
674
MBB Public Markets
Illinois
$501K +$496K +8,627 New
CCM
675
Coldstream Capital Management
Washington
$501K +$496K +8,633 New
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