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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
651
Advisors Asset Management
Colorado
$556K +$197K +3,472 +45%
KPW
652
Kore Private Wealth
New York
$554K +$10.1K +177 +2%
SWM
653
Spire Wealth Management
Virginia
$553K -$140K -2,460 -19%
CCP
654
Corient Capital Partners
California
$551K +$11.3K +199 +2%
Bank Julius Baer & Co
655
Bank Julius Baer & Co
Switzerland
$547K -$1.14K -20 -0.2%
SFA
656
Semmax Financial Advisors
North Carolina
$545K -$65.3K -1,149 -9%
Credit Agricole
657
Credit Agricole
France
$545K +$184K +3,229 +42%
C
658
CEDRUS
Colorado
$542K -$1.53K -27 -0.2%
ANRIA
659
American National Registered Investment Advisor
Texas
$533K -$19.3K -340 -3%
CT
660
Chicago Trust
Illinois
$527K +$45.7K +804 +8%
CT
661
Coastline Trust
Rhode Island
$526K -$3.41K -60 -0.6%
PI
662
Pettee Investors
Connecticut
$524K – – –
AI
663
Accredited Investors
Minnesota
$523K +$271K +4,759 +82%
SCM
664
Stevens Capital Management
Pennsylvania
$516K +$591K +10,390 New
HCM
665
Hutchinson Capital Management
California
$511K +$398 +7 +0.1%
Bessemer Group
666
Bessemer Group
New Jersey
$508K +$145K +2,555 +33%
MM
667
MQS Management
New York
$507K +$581K +10,218 New
GFS
668
GYL Financial Synergies
Connecticut
$506K -$12.2K -214 -2%
MG
669
Mather Group
Illinois
$505K -$34.6K -608 -6%
MME
670
Meag Munich Ergo
Germany
$503K +$570K +10,018 New
PA
671
Profund Advisors
Maryland
$499K -$24K -422 -4%
CFMC
672
Curbstone Financial Management Corp
New Hampshire
$499K – – –
BWP
673
BSW Wealth Partners
Colorado
$499K +$36K +633 +7%
WANY
674
Wealthspire Advisors (New York)
New York
$499K +$40.9K +719 +8%
RCM
675
Raleigh Capital Management
North Carolina
$497K +$563K +9,902 +9,254%