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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
751
Perigon Wealth Management
California
$405K +$433K +7,780 +10,373%
Qube Research & Technologies (QRT)
752
Qube Research & Technologies (QRT)
United Kingdom
$405K +$437K +7,861 New
CA
753
Continuum Advisory
Idaho
$401K +$54.2K +974 +14%
DCM
754
Delpha Capital Management
New York
$400K +$260K +4,679 +152%
WIC
755
Whitegate Investment Counselors
New Hampshire
$399K – – –
CA
756
Capital Advantage
California
$397K – – –
CNBT
757
Canandaigua National Bank & Trust
New York
$397K +$52.8K +950 +14%
WEC
758
Winslow Evans & Crocker
Massachusetts
$397K – – –
FBA
759
Front Barnett Associates
Illinois
$396K +$6.56K +118 +2%
FHA
760
First Horizon Advisors
Tennessee
$394K – – –
MCM
761
Manchester Capital Management
Vermont
$393K +$270K +4,862 +175%
Lido Advisors
762
Lido Advisors
California
$390K +$422K +7,584 New
SIG
763
Schaller Investment Group
North Carolina
$389K – – –
SSWM
764
Sheets Smith Wealth Management
North Carolina
$387K – – –
CT
765
Cambridge Trust
Massachusetts
$386K – – –
TSS
766
Two Sigma Securities
New York
$386K +$416K +7,483 New
KWA
767
KCS Wealth Advisory
California
$386K +$417K +7,494 New
USGIU
768
U.S. Global Investors (USGI)
Texas
$386K +$417K +7,500 New
AWA
769
Arete Wealth Advisors
Illinois
$385K – – –
CAW
770
Cornerstone Advisors (Washington)
Washington
$380K – – –
SGCA
771
Steel Grove Capital Advisors
Tennessee
$377K +$61.4K +1,104 +18%
MA
772
MANA Advisors
New York
$375K +$134K +2,406 +49%
IIM
773
Intact Investment Management
Quebec, Canada
$371K -$38.9K -700 -9%
AL
774
Aspiriant LLC
California
$365K +$394K +7,081 New
BLAM
775
Bourne Lent Asset Management
New York
$361K – – –