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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
726
AIA Group
Hong Kong
$428K -$1.1M -22,589 -71%
HT
727
HighTower Trust
Texas
$425K +$339 +7 +0.1%
NG
728
Northstar Group
New York
$424K +$12.6K +259 +3%
EI
729
Ellevest Inc
New York
$416K +$32.2K +665 +8%
DEA
730
DoubleLine ETF Adviser
Florida
$416K -$59.5K -1,227 -12%
IWM
731
IHT Wealth Management
Illinois
$414K -$81.5K -1,680 -16%
SC
732
Savant Capital
Illinois
$413K +$200K +4,124 +83%
AIP
733
Ameritas Investment Partners
Nebraska
$411K – – –
CI
734
Cigna Investments
Connecticut
$411K -$5.09K -105 -1%
TFA
735
Tranquilli Financial Advisor
New Jersey
$408K +$21.6K +446 +5%
PMAM
736
Penn Mutual Asset Management
Pennsylvania
$407K +$116K +2,400 +37%
FMAEN1
737
Fund Management at Engine No 1
California
$405K +$40.1K +826 +10%
CPC
738
Cookson Peirce & Co
Pennsylvania
$404K +$48K +989 +13%
RCAG
739
Rehmann Capital Advisory Group
Michigan
$396K -$291 -6 -0.1%
OWA
740
One Wealth Advisors
California
$395K +$40.6K +837 +11%
TAM
741
Trust Asset Management
Texas
$390K +$9.7K +200 +2%
CIC
742
Crawford Investment Counsel
Georgia
$388K +$1.16K +24 +0.3%
C
743
Certuity
Florida
$388K – – –
WANY
744
Wealthspire Advisors (New York)
New York
$387K -$100K -2,072 -20%
SFS
745
Summit Financial Strategies
Ohio
$384K – – –
CCM
746
Coldstream Capital Management
Washington
$381K +$5.77K +119 +1%
CT
747
Coastline Trust
Rhode Island
$381K -$17K -350 -4%
AG
748
Ascent Group
Virginia
$381K +$81.2K +1,674 +25%
DBIA
749
Dumont & Blake Investment Advisors
New Jersey
$380K -$7.03K -145 -2%
FLPIM
750
F.L. Putnam Investment Management
Massachusetts
$376K +$401K +8,268 New
28 29
30
31 32