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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
Cigna Investments
Connecticut
$416K – – –
NG
702
Northstar Group
New York
$413K -$11.3K -264 -3%
GIM
703
Guardian Investment Management
California
$412K -$30K -700 -7%
PA
704
Profund Advisors
Maryland
$411K +$46.6K +1,086 +14%
HT
705
HighTower Trust
Texas
$400K +$4.59K +107 +1%
SPW
706
Sonoma Private Wealth
California
$400K +$377K +8,788 New
CT
707
Coastline Trust
Rhode Island
$398K -$4.29K -100 -1%
RCAG
708
Rehmann Capital Advisory Group
Michigan
$397K -$64.7K -1,509 -15%
MCM
709
Manchester Capital Management
Vermont
$397K +$172 +4 +0%
CCM
710
Chilton Capital Management
Texas
$396K – – –
CPIA
711
Cornell Pochily Investment Advisors
New York
$393K -$10.3K -241 -3%
BPA
712
Beacon Pointe Advisors
California
$392K -$16.6K -386 -4%
OPS
713
Orion Portfolio Solutions
Nebraska
$390K +$30.2K +704 +9%
TFA
714
Tranquilli Financial Advisor
New Jersey
$388K +$53.2K +1,240 +17%
C
715
Certuity
Florida
$388K – – –
DBIA
716
Dumont & Blake Investment Advisors
New Jersey
$388K -$1.5K -35 -0.4%
CIC
717
Crawford Investment Counsel
Georgia
$387K – – –
EI
718
Ellevest Inc
New York
$387K +$77.9K +1,817 +27%
HSA
719
HBK Sorce Advisory
Pennsylvania
$385K +$363K +8,468 New
SFS
720
Summit Financial Strategies
Ohio
$385K – – –
TTWM
721
TCV Trust & Wealth Management
Virginia
$383K – – –
TAM
722
Trust Asset Management
Texas
$382K – – –
DC
723
Davenport & Co
Virginia
$380K -$7.8K -182 -2%
CCM
724
Coldstream Capital Management
Washington
$377K +$355K +8,275 New
PAG
725
Private Advisor Group
New Jersey
$375K -$54K -1,258 -3%
27 28
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30 31