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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
676
Coldstream Capital Management
Washington
$1.02M -$14.8K -191 -1%
IWM
677
IHT Wealth Management
Illinois
$1.02M -$73.4K -949 -7%
KWM
678
Kingsview Wealth Management
Oregon
$1.01M -$14.6K -189 -1%
FB
679
Fulton Bank
Pennsylvania
$1M -$720K -9,314 -42%
PBK
680
Peoples Bank (Kansas)
Kansas
$1M -$2.32K -30 -0.2%
PI
681
Pettee Investors
Connecticut
$1M – – –
RWP
682
RWA Wealth Partners
Massachusetts
$999K +$52.9K +685 +6%
KWM
683
Kolinsky Wealth Management
New Jersey
$995K +$3.48K +45 +0.3%
WPW
684
Waldron Private Wealth
Pennsylvania
$994K +$502K +6,490 +101%
UWS
685
Unique Wealth Strategies
Illinois
$992K -$52.6K -681 -5%
FRA
686
Frank Rimerman Advisors
California
$992K – – –
FT
687
Fiduciary Trust
Massachusetts
$989K -$7.58K -98 -0.8%
WCM
688
Whitener Capital Management
North Carolina
$986K -$46.4K -600 -4%
MWP
689
Meriwether Wealth & Planning
Louisiana
$985K +$991K +12,815 New
JCM
690
Jacobi Capital Management
Pennsylvania
$976K -$541 -7 -0.1%
VA
691
Valmark Advisers
Ohio
$974K +$3.25K +42 +0.3%
WA
692
WealthTrust Axiom
Pennsylvania
$972K -$82.9K -1,072 -8%
SFA
693
Semmax Financial Advisors
North Carolina
$967K -$15.4K -199 -2%
FPWM
694
FSB Premier Wealth Management
Iowa
$966K +$134K +1,729 +16%
PA
695
Parallel Advisors
California
$957K +$28.1K +363 +3%
OTPPB
696
Ontario Teachers' Pension Plan Board
Ontario, Canada
$950K -$23.6K -305 -2%
SMFG
697
Sumitomo Mitsui Financial Group
Japan
$944K -$431K -5,574 -31%
SC
698
Schulhoff & Co
Ohio
$935K -$12.8K -165 -1%
HWAM
699
Hennion & Walsh Asset Management
New Jersey
$928K +$934K +12,082 New
HKAM
700
Horizon Kinetics Asset Management
New York
$927K – – –
26 27
28
29 30