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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
726
Brewin Dolphin Wealth Management
Ireland
$101K +$126K +3,009 New
AF
727
Arrow Financial
New York
$100K – – –
CB
728
Community Bank
New York
$100K – – –
NSIM
729
North Star Investment Management
Illinois
$99K -$44.8K -1,067 -27%
PCG
730
Private Capital Group
Connecticut
$99K -$34.2K -815 -22%
AII
731
AGF Investments Inc
Ontario, Canada
$97K +$121K +2,890 New
CIA
732
CSat Investment Advisory
Michigan
$91K +$13.3K +316 +13%
IRC
733
Investors Research Corp
Georgia
$89K – – –
SMFG
734
Sumitomo Mitsui Financial Group
Japan
$88K +$110K +2,625 New
TPCW
735
TD Private Client Wealth
New York
$85.2K -$40.9K -973 -28%
PI
736
PEAK6 Investments
Illinois
$85K -$308K -7,330 -74%
RE
737
RBC Europe
United Kingdom
$84.2K – – –
CFG
738
CKW Financial Group
Hawaii
$82K +$4.2K +100 +4%
PWMG
739
Prestige Wealth Management Group
New Jersey
$81K -$187K -4,452 -65%
AssetMark Inc
740
AssetMark Inc
California
$81K -$73.2K -1,742 -42%
BC
741
Barnett & Company
Tennessee
$81K – – –
TI
742
tru Independence
Oregon
$80K -$8.69M -206,879 -99%
OPS
743
Orion Portfolio Solutions
Nebraska
$80K -$147K -3,496 -60%
TCM
744
TD Capital Management
Tennessee
$78K – – –
FWM
745
Focused Wealth Management
New York
$77K -$45.2K -1,076 -32%
MIFH
746
Migdal Insurance & Financial Holdings
Israel
$77K +$86.7K +2,065 +998%
ST
747
Sageworth Trust
Pennsylvania
$75K – – –
Marshall Wace
748
Marshall Wace
United Kingdom
$74K -$5.41M -128,764 -98%
HDIM
749
Hanson & Doremus Investment Management
Vermont
$74K +$25.2K +600 +37%
AF
750
Allworth Financial
California
$72K – – –