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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
701
Cambridge Trust
Massachusetts
$408K +$82.8K +1,655 +26%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$405K – – –
HWA
703
Heritage Wealth Advisors
Virginia
$404K -$228K -4,566 -37%
WCM
704
Whitener Capital Management
North Carolina
$403K +$8.01K +160 +2%
FMLI
705
Fukoku Mutual Life Insurance
Japan
$400K – – –
QCG
706
Quadrant Capital Group
Ohio
$398K +$4.95K +99 +1%
CPA
707
Clear Perspective Advisors
Illinois
$398K +$5K +100 +1%
JFA
708
JNBA Financial Advisors
Minnesota
$395K +$39.9K +798 +12%
DADC
709
D.A. Davidson & Co
Montana
$391K -$27.5K -549 -7%
FHA
710
First Horizon Advisors
Tennessee
$391K -$25.6K -512 -6%
BDF
711
Balasa Dinverno & Foltz
$391K -$19.5K -390 -5%
BMC
712
Benin Management Corp
Connecticut
$390K -$660K -13,200 -63%
LCM
713
Laurion Capital Management
New York
$389K -$20.5M -410,663 -98%
KPWS
714
Kestra Private Wealth Services
Texas
$384K -$1.4K -28 -0.4%
FCBT
715
First Citizens Bank & Trust
North Carolina
$384K – – –
IWA
716
IVC Wealth Advisors
Pennsylvania
$383K – – –
IC
717
IEQ Capital
California
$382K +$101K +2,025 +37%
OPS
718
Orion Portfolio Solutions
Nebraska
$381K +$94.9K +1,897 +34%
CFA
719
Carroll Financial Associates
North Carolina
$378K -$41K -819 -10%
TAM
720
Trust Asset Management
Texas
$378K +$40.3K +806 +12%
DTL
721
Dynamic Technology Lab
Singapore
$378K +$370K +7,387 New
TSW
722
Thompson Siegel & Walmsley
Virginia
$374K – – –
CA
723
CGN Advisors
Kansas
$372K +$2.8K +56 +0.8%
KFGK
724
Keystone Financial Group (Kentucky)
Kentucky
$371K – – –
CCM
725
Covington Capital Management
California
$371K +$39.3K +785 +12%
27 28
29
30 31