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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
751
Atlantic Union Bankshares
Virginia
$353K – – –
AG
752
Ascent Group
Virginia
$351K -$599 -13 -0.2%
TCPWM
753
Traverso Chambers Private Wealth Management
California
$349K +$276 +6 +0.1%
HAG
754
HF Advisory Group
Maryland
$347K +$76.2K +1,655 +33%
RRA
755
Round Rock Advisors
Connecticut
$346K – – –
HVIA
756
Hudson Valley Investment Advisors
New York
$345K -$396K -8,590 -57%
CI
757
CX Institutional
Indiana
$340K -$57.9K -1,258 -16%
FFA
758
First Foundation Advisors
California
$340K -$231K -5,025 -44%
WP
759
WealthSource Partners
California
$339K +$7.37K +160 +3%
Cohen & Steers
760
Cohen & Steers
New York
$338K +$140K +3,034 +88%
KCM
761
Kathmere Capital Management
Pennsylvania
$335K +$55K +1,194 +23%
HKIM
762
Hayek Kallen Investment Management
Alabama
$335K – – –
AIM
763
Alhambra Investment Management
Florida
$329K – – –
VT
764
Vise Technologies
New York
$329K +$291K +6,314 New
RC
765
Rovin Capital
Arizona
$325K +$61.4K +1,333 +27%
DADC
766
D.A. Davidson & Co
Montana
$325K +$46 +1 +0%
VCM
767
Vivaldi Capital Management
Illinois
$324K +$8.84K +192 +3%
TSW
768
Thompson Siegel & Walmsley
Virginia
$321K -$1.38K -30 -0.5%
IA
769
IFG Advisors
Missouri
$321K +$7.37K +160 +3%
PL
770
Perpetual Ltd
Australia
$320K -$70.1K -1,522 -20%
TPI
771
Trust Point Inc
Wisconsin
$310K +$274K +5,947 New
SIM
772
Studio Investment Management
Illinois
$309K -$71.2K -1,546 -21%
AIA
773
Angeles Investment Advisors
California
$307K -$1.34K -29 -0.5%
KFGK
774
Keystone Financial Group (Kentucky)
Kentucky
$307K -$13.8K -300 -5%
MWM
775
Modern Wealth Management
Kansas
$305K +$270K +5,856 New