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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
701
Unique Wealth Strategies
Illinois
$1.07M -$15.3K -182 -1%
JCM
702
Jacobi Capital Management
Pennsylvania
$1.07M +$672 +8 +0.1%
NAAA
703
New Age Alpha Advisors
New York
$1.07M -$155K -1,847 -13%
WA
704
WealthTrust Axiom
Pennsylvania
$1.06M – – –
FT
705
Fiduciary Trust
Massachusetts
$1.06M -$18.1K -215 -2%
PCM
706
Penserra Capital Management
California
$1.06M +$622K +7,403 +141%
IAA
707
Independent Advisor Alliance
North Carolina
$1.06M +$95.5K +1,136 +10%
PA
708
Parallel Advisors
California
$1.06M +$11.7K +139 +1%
RWA
709
Redhawk Wealth Advisors
Minnesota
$1.05M +$429K +5,103 +69%
OTPPB
710
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.05M +$11.6K +138 +1%
RWP
711
RWA Wealth Partners
Massachusetts
$1.04M -$46.7K -556 -4%
WCM
712
Whitener Capital Management
North Carolina
$1.04M -$32.8K -390 -3%
BFG
713
Bleakley Financial Group
New Jersey
$1.04M +$96.5K +1,148 +10%
CPCPP
714
Canada Post Corporation Pension Plan
Canada
$1.03M +$1.04M +12,337 New
AIA
715
Affinity Investment Advisors
California
$1.03M +$85K +1,012 +9%
FB
716
Fulton Bank
Pennsylvania
$1.02M -$75.2K -895 -7%
TFA
717
Transamerica Financial Advisors
Florida
$1.02M +$14.8K +176 +1%
HKAM
718
Horizon Kinetics Asset Management
New York
$1.01M – – –
HFM
719
Harvest Fund Management
China
$1.01M +$316K +3,762 +46%
NS
720
NBC Securities
Alabama
$1.01M +$1.01M +12,003 +109,118%
AIM
721
Aspen Investment Management
Michigan
$1M +$16.3K +194 +2%
AFG
722
Allegheny Financial Group
Pennsylvania
$999K -$1.51K -18 -0.2%
IA
723
Integrity Alliance
Iowa
$997K +$999K +11,886 New
CRI
724
Commonwealth Retirement Investments
Virginia
$995K -$13.7K -163 -1%
1IA
725
1834 Investment Advisors
Wisconsin
$993K – – –
27 28
29
30 31