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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AA
701
ALPS Advisors
Colorado
$319K -$8.76K -228 -3%
FNBTCON
702
First National Bank & Trust Co of Newtown
Pennsylvania
$319K -$7.68K -200 -3%
WSCM
703
Wellington Shields Capital Management
New York
$318K – – –
SBSB
704
Sullivan, Bruyette, Speros & Blaney
Virginia
$318K +$17.5K +457 +6%
SIA
705
Strategic Investment Advisors
Michigan
$317K +$11.6K +301 +4%
FMT
706
First Mercantile Trust
Tennessee
$317K +$41.6K +1,083 +17%
IWA
707
IVC Wealth Advisors
Pennsylvania
$315K +$285K +7,415 New
BOH
708
Bank of Hawaii
Hawaii
$313K – – –
CPA
709
Clear Perspective Advisors
Illinois
$312K -$34.8K -905 -11%
BAMF
710
BI Asset Management Fondsmaeglerselskab
Denmark
$311K -$1.84M -47,846 -87%
TSW
711
Thompson Siegel & Walmsley
Virginia
$310K – – –
WANY
712
Wealthspire Advisors (New York)
New York
$310K +$20K +521 +8%
QPWM
713
Quadrant Private Wealth Management
Pennsylvania
$307K -$5.41K -141 -2%
FNBT
714
FineMark National Bank & Trust
Florida
$305K +$13.5K +352 +5%
KPWS
715
Kestra Private Wealth Services
Texas
$304K +$54.6K +1,421 +24%
FCH
716
Freestone Capital Holdings
Washington
$300K +$75.3K +1,961 +38%
Vontobel Holding
717
Vontobel Holding
Switzerland
$300K +$275K +7,149 New
CA
718
CGN Advisors
Kansas
$299K +$271K +7,054 New
FBA
719
Front Barnett Associates
Illinois
$298K -$10.8K -280 -4%
BEAM
720
Baker Ellis Asset Management
Washington
$297K -$38.4K -1,000 -13%
BLAM
721
Bourne Lent Asset Management
New York
$297K – – –
FTDI
722
First Trust Direct Indexing
Massachusetts
$297K +$269K +7,008 New
CCP
723
Corient Capital Partners
California
$296K -$8.03K -209 -3%
DADC
724
D.A. Davidson & Co
Montana
$296K +$10.1K +263 +4%
CPO
725
Cerity Partners OCIO
New York
$293K -$21K -546 -7%