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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
701
BSW Wealth Partners
Colorado
$473K +$23.2K +479 +5%
WJWM
702
Williams Jones Wealth Management
New York
$471K -$1.41K -29 -0.3%
CLOS
703
Compagnie Lombard Odier SCmA
Switzerland
$470K +$259K +5,347 +107%
AWA
704
Arete Wealth Advisors
Illinois
$470K +$110K +2,260 +28%
TI
705
Tidal Investments
Wisconsin
$469K -$621K -12,810 -55%
CC
706
Centiva Capital
New York
$465K +$496K +10,233 New
DT
707
Diversified Trust
Tennessee
$462K +$19.4K +401 +4%
MOS
708
MGO One Seven
Ohio
$460K -$199K -4,105 -29%
KFA
709
Krane Funds Advisors
New York
$457K -$63.4K -1,307 -12%
HW
710
Hancock Whitney
Mississippi
$455K +$486K +10,015 New
SA
711
Sicart Associates
New York
$454K – – –
AT
712
Arden Trust
Delaware
$453K -$61.3K -1,264 -11%
HNB
713
Huntington National Bank
Ohio
$449K -$16.4K -338 -3%
QP
714
Quilter Plc
United Kingdom
$447K +$21.8K +450 New
SP
715
Symmetry Partners
Connecticut
$444K – – –
PCS
716
Personal CFO Solutions
New Jersey
$444K +$207K +4,266 +78%
TTWM
717
TCV Trust & Wealth Management
Virginia
$440K +$61.4K +1,266 +15%
SG
718
Stonnington Group
California
$439K +$461K +9,500 New
CB
719
Centennial Bank
Arkansas
$439K -$8.97K -185 -2%
SIM
720
Studio Investment Management
Illinois
$433K -$1.5K -31 -0.3%
BPA
721
Beacon Pointe Advisors
California
$433K +$44.3K +913 +11%
EBSAM
722
Eubel Brady & Suttman Asset Management
Ohio
$432K -$2.42K -50 -0.5%
DTL
723
Dynamic Technology Lab
Singapore
$432K +$461K +9,515 New
CPIA
724
Cornell Pochily Investment Advisors
New York
$432K +$42K +866 +10%
CNBT
725
Canandaigua National Bank & Trust
New York
$429K +$457K +9,433 New
27 28
29
30 31