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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
701
Foundations Investment Advisors
Arizona
$320K +$20.8K +467 +6%
KPWS
702
Kestra Private Wealth Services
Texas
$318K +$4.1K +92 +1%
AC
703
Apella Capital
Connecticut
$318K +$13.1K +293 +4%
FCBT
704
First Citizens Bank & Trust
North Carolina
$317K +$4.05K +91 +1%
FNBTCON
705
First National Bank & Trust Co of Newtown
Pennsylvania
$316K – – –
IWA
706
IVC Wealth Advisors
Pennsylvania
$316K +$4.54K +102 +1%
WDC
707
Woodward Diversified Capital
California
$314K +$36.9K +829 +12%
WTC
708
WhitTier Trust Company
Nevada
$313K -$62.2K -1,396 -16%
WSCM
709
Wellington Shields Capital Management
New York
$313K – – –
SDAM
710
Shulman DeMeo Asset Management
New York
$313K +$2.63K +59 +0.8%
FMAEN1
711
Fund Management at Engine No 1
California
$313K +$55.3K +1,242 +20%
OPS
712
Orion Portfolio Solutions
Nebraska
$312K -$9.76K -219 -3%
SF
713
Summit Financial
New Jersey
$308K -$14.1K -317 -4%
ECM
714
ExodusPoint Capital Management
New York
$306K -$8.23M -184,723 -96%
DA
715
Denali Advisors
California
$304K +$44.5K +1,000 +16%
SJIA
716
St. James Investment Advisors
New York
$303K +$319K +7,150 +5,958%
GWM
717
Geneos Wealth Management
Colorado
$301K -$44.6K -1,002 -12%
WPW
718
Waldron Private Wealth
Pennsylvania
$301K +$43.6K +979 +16%
CBT
719
Central Bank & Trust
Kentucky
$301K +$68.7K +1,542 +27%
HKAM
720
Horizon Kinetics Asset Management
New York
$300K – – –
STB
721
S&T Bank
Pennsylvania
$300K – – –
GC
722
Gilbert & Cook
Iowa
$300K +$17K +382 +6%
T
723
TOBAM
France
$300K +$158K +3,544 +97%
SAM
724
Sompo Asset Management
Japan
$299K – – –
LJAC
725
L.J. Altfest & Co
New York
$299K +$445 +10 +0.1%
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