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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
726
Chilton Capital Management
Texas
$357K +$332K +7,547 New
FNBTCON
727
First National Bank & Trust Co of Newtown
Pennsylvania
$356K – – –
FCBT
728
First Citizens Bank & Trust
North Carolina
$355K -$5.06K -115 -2%
WSCM
729
Wellington Shields Capital Management
New York
$355K – – –
KPWS
730
Kestra Private Wealth Services
Texas
$355K +$9.9K +225 +3%
IWA
731
IVC Wealth Advisors
Pennsylvania
$353K +$2.29K +52 +0.7%
BOH
732
Bank of Hawaii
Hawaii
$348K – – –
APC
733
Aspire Private Capital
North Carolina
$348K +$203K +4,620 +169%
AC
734
Apella Capital
Connecticut
$346K -$19.9K -453 -6%
TSW
735
Thompson Siegel & Walmsley
Virginia
$346K – – –
KFGK
736
Keystone Financial Group (Kentucky)
Kentucky
$343K +$26.2K +595 +9%
QPWM
737
Quadrant Private Wealth Management
Pennsylvania
$342K – – –
CA
738
CGN Advisors
Kansas
$341K +$6.64K +151 +2%
AUB
739
Atlantic Union Bankshares
Virginia
$340K -$58.4K -1,328 -16%
CAM
740
Cresset Asset Management
Illinois
$340K +$53.3K +1,211 +20%
HKAM
741
Horizon Kinetics Asset Management
New York
$340K +$70.7K +1,608 +29%
FNBT
742
FineMark National Bank & Trust
Florida
$339K -$704 -16 -0.2%
MA
743
Mutual Advisors
Nebraska
$336K -$22.7K -516 -7%
CM
744
Columbus Macro
Pennsylvania
$332K -$49.8K -1,133 -14%
FBA
745
Front Barnett Associates
Illinois
$332K – – –
FCH
746
Freestone Capital Holdings
Washington
$328K -$6.38K -145 -2%
CCA
747
Checchi Capital Advisers
California
$327K +$16.9K +384 +6%
JFA
748
JNBA Financial Advisors
Minnesota
$327K +$17.9K +407 +6%
CPO
749
Cerity Partners OCIO
New York
$326K -$1.06K -24 -0.3%
TU
750
TDAM USA
Ontario, Canada
$325K -$31K -705 -9%
28 29
30
31 32