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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
726
Thompson Siegel & Walmsley
Virginia
$435K +$10.2K +178 +2%
PA
727
Parallel Advisors
California
$428K +$29.6K +514 +7%
SAM
728
Sompo Asset Management
Japan
$426K -$239K -4,160 -36%
CCA
729
Checchi Capital Advisers
California
$426K +$23.3K +405 +6%
IWA
730
IVC Wealth Advisors
Pennsylvania
$424K -$34.5K -600 -8%
CFA
731
Carroll Financial Associates
North Carolina
$423K +$6.33K +110 +2%
LA
732
Latitude Advisors
Florida
$418K -$115 -2 -0%
HKAM
733
Horizon Kinetics Asset Management
New York
$418K – – –
SIM
734
Studio Investment Management
Illinois
$418K +$79.2K +1,378 +24%
QPWM
735
Quadrant Private Wealth Management
Pennsylvania
$417K – – –
SDAM
736
Shulman DeMeo Asset Management
New York
$416K +$14.6K +254 +4%
CAAS
737
Capital Asset Advisory Services
Michigan
$416K +$412K +7,166 New
RSWM
738
Robertson Stephens Wealth Management
California
$411K +$407K +7,082 New
PAMP
739
Polar Asset Management Partners
Ontario, Canada
$409K +$405K +7,043 New
FBA
740
Front Barnett Associates
Illinois
$408K – – –
TCOO
741
Trust Company of Oklahoma
Oklahoma
$403K -$14.7K -256 -4%
ODFS
742
O'Donnell Financial Services
California
$402K – – –
LP
743
LMR Partners
United Kingdom
$401K +$397K +6,906 New
B
744
Barings
North Carolina
$400K -$76.8K -1,336 -16%
CPO
745
Cerity Partners OCIO
New York
$397K +$288 +5 +0.1%
PIM
746
Perpetual Investment Management
Australia
$397K +$14.6K +254 +4%
FNBT
747
FineMark National Bank & Trust
Florida
$396K – – –
AUB
748
Atlantic Union Bankshares
Virginia
$394K -$7.25K -126 -2%
MGP
749
Metis Global Partners
California
$388K +$384K +6,675 New
TCPWM
750
Traverso Chambers Private Wealth Management
California
$387K +$173 +3 +0%
28 29
30
31 32