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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Altium Wealth Management
New York
$444K -$18.5K -359 -4%
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$444K +$979 +19 +0.2%
NIM
703
Northeast Investment Management
Massachusetts
$439K -$26.8K -520 -6%
HKAM
704
Horizon Kinetics Asset Management
New York
$438K +$448K +8,686 New
SFWA
705
Summit Financial Wealth Advisors
Louisiana
$435K – – –
FTIOP
706
Fiduciary Trust International of Pennsylvania
Pennsylvania
$434K -$9.69K -188 -2%
CCA
707
Checchi Capital Advisers
California
$432K -$15.2K -294 -3%
BOH
708
Bank of Hawaii
Hawaii
$431K +$3.92K +76 +0.9%
APA
709
American Portfolios Advisors
New York
$428K +$412 +8 +0.1%
TTWM
710
TCV Trust & Wealth Management
Virginia
$428K -$2.58K -50 -0.6%
AssetMark Inc
711
AssetMark Inc
California
$425K -$166K -3,212 -28%
VCM
712
Vivaldi Capital Management
Illinois
$425K +$435K +8,432 New
PGIM
713
Pacific Global Investment Management
California
$424K +$825 +16 +0.2%
ASN
714
Advisory Services Network
Georgia
$423K +$143K +2,779 +50%
WTC
715
WhitTier Trust Company
Nevada
$422K -$9.02K -175 -2%
PWMG
716
Prestige Wealth Management Group
New Jersey
$421K -$15.7K -305 -4%
MFG
717
Merit Financial Group
Georgia
$421K +$61.2K +1,187 +17%
VI
718
Versor Investments
New York
$419K +$428K +8,300 New
RIM
719
Rampart Investment Management
Connecticut
$417K -$17.2K -334 -4%
FMLI
720
Fukoku Mutual Life Insurance
Japan
$417K – – –
OWD
721
Osborn Williams & Donohoe
Ohio
$413K +$412K +7,994 New
RB
722
Rodgers Brothers
Pennsylvania
$411K – – –
BIM
723
Bridges Investment Management
Nebraska
$410K -$82.9K -1,608 -16%
AWCI
724
Alpine Woods Capital Investors
New York
$410K -$25.8K -500 -6%
DC
725
Davenport & Co
Virginia
$410K +$123K +2,389 +42%