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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
651
Almanack Investment Partners
Pennsylvania
$480K +$4.54K +102 +0.9%
TAM
652
Tocqueville Asset Management
New York
$475K -$276K -6,205 -36%
Bank Julius Baer & Co
653
Bank Julius Baer & Co
Switzerland
$475K +$12.8K +287 +3%
FMAEN1
654
Fund Management at Engine No 1
California
$475K +$79.3K +1,780 +19%
SFA
655
Semmax Financial Advisors
North Carolina
$468K +$460K +10,319 New
MAS
656
Meeder Advisory Services
Ohio
$467K -$107K -2,406 -18%
CFMC
657
Curbstone Financial Management Corp
New Hampshire
$467K – – –
JF
658
Jump Financial
Illinois
$466K -$1.6M -35,842 -77%
FWIA
659
Fort Washington Investment Advisors
Ohio
$466K -$72K -1,615 -13%
S
660
SignatureFD
Georgia
$466K +$23.3K +523 +5%
EI
661
Ellevest Inc
New York
$463K +$43.7K +981 +10%
C
662
CEDRUS
Colorado
$462K – – –
ICM
663
Intrepid Capital Management
Florida
$462K – – –
BP
664
Ballentine Partners
Massachusetts
$461K +$51.7K +1,161 +12%
EFS
665
Essex Financial Services
Connecticut
$460K -$99.9K -2,242 -17%
AFG
666
Allegheny Financial Group
Pennsylvania
$456K +$18K +403 +4%
ACM
667
Aquatic Capital Management
Illinois
$456K +$477K +10,700 New
SAM
668
Sompo Asset Management
Japan
$454K +$69.5K +1,560 +17%
QP
669
Quilter Plc
United Kingdom
$449K – – –
VFA
670
Valeo Financial Advisors
Indiana
$442K -$430K -9,656 -48%
WJWM
671
Williams Jones Wealth Management
New York
$442K – – –
BPA
672
Beacon Pointe Advisors
California
$442K +$72.7K +1,631 +19%
NB
673
NBT Bank
New York
$441K – – –
WOSD
674
WFA of San Diego
California
$436K -$31.4K -705 -6%
PTC
675
Private Trust Company
Ohio
$435K -$324K -7,271 -42%