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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Meridian Wealth Management
Kentucky
$482K -$29.2K -555 -6%
DWM
702
Dakota Wealth Management
Florida
$481K -$4.68K -89 -0.9%
PWLP
703
Prio Wealth Limited Partnership
Massachusetts
$479K +$1.31K +25 +0.3%
RC
704
Roundview Capital
New Jersey
$477K – – –
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$476K – – –
UR
706
USCA RIA
Texas
$475K +$12.4K +235 +3%
CI
707
Capital International
California
$474K -$773K -14,693 -61%
CG
708
Caprock Group
Idaho
$474K -$19.9K -378 -4%
LIM
709
Leavell Investment Management
Alabama
$472K -$37.2K -707 -7%
RCAG
710
Rehmann Capital Advisory Group
Michigan
$471K -$1.53K -29 -0.3%
NIM
711
Northeast Investment Management
Massachusetts
$471K – – –
NIM
712
NuWave Investment Management
New Jersey
$468K +$482K +9,151 +36,604%
NCM
713
Novare Capital Management
North Carolina
$466K -$362K -6,885 -43%
CA
714
Continuum Advisory
Idaho
$463K +$18.8K +358 +4%
LCM
715
Laurion Capital Management
New York
$461K -$7.48M -142,142 -94%
Cerity Partners
716
Cerity Partners
New York
$452K +$12.3K +233 +3%
PWM
717
Perigon Wealth Management
California
$450K +$22.6K +430 +5%
MF
718
Magnetar Financial
Illinois
$444K +$458K +8,701 New
MCM
719
Manchester Capital Management
Vermont
$442K -$14.8K -282 -3%
PGIM
720
Pacific Global Investment Management
California
$442K -$4.53K -86 -1%
TTWM
721
TCV Trust & Wealth Management
Virginia
$442K +$6.58K +125 +1%
WTC
722
WhitTier Trust Company
Nevada
$436K – – –
DDPIC
723
Deroy & Devereaux Private Investment Counsel
Michigan
$432K -$16.4M -311,473 -97%
BOH
724
Bank of Hawaii
Hawaii
$432K -$1.31K -25 -0.3%
PC
725
Port Capital
Illinois
$431K -$10.2K -194 -2%