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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
751
Valeo Financial Advisors
Indiana
$511K -$140K -2,418 -22%
TCPW
752
Twin City Private Wealth
North Carolina
$511K +$50.1K +865 +11%
CCA
753
Checchi Capital Advisers
California
$510K +$25.8K +446 +6%
TCOV
754
Trust Company of Vermont
Vermont
$509K -$11.6K -200 -2%
SFS
755
Summit Financial Strategies
Ohio
$506K – – –
SFI
756
Siemens Fonds Invest
Germany
$506K +$10.3K +178 +2%
LAM
757
Lountzis Asset Management
Pennsylvania
$503K – – –
FIA
758
Foundations Investment Advisors
Arizona
$503K +$14.5K +251 +3%
FNB
759
Farmers National Bank
Kentucky
$502K -$13.8K -238 -3%
NP
760
NorthRock Partners
Minnesota
$501K +$74.4K +1,285 +18%
GFPC
761
Global Financial Private Client
Florida
$500K +$426K +7,370 +751%
CI
762
CX Institutional
Indiana
$499K -$116 -2 -0%
CAM
763
Cidel Asset Management
Ontario, Canada
$496K -$17.4K -301 -4%
CIA
764
Concurrent Investment Advisors
Florida
$489K +$40.3K +696 +9%
VT
765
Vise Technologies
New York
$482K +$74K +1,278 +19%
RCM
766
RB Capital Management
Nevada
$481K +$58 +1 +0%
KPWS
767
Kestra Private Wealth Services
Texas
$479K +$4.51K +78 +1%
GL
768
Graypoint LLC
New York
$478K +$162K +2,802 +54%
CI
769
Cigna Investments
Connecticut
$476K -$4.51K -78 -1%
CSC
770
Caldwell Sutter Capital
California
$476K – – –
BIG
771
Builder Investment Group
Georgia
$474K – – –
HI
772
Hendershot Investments
Virginia
$472K – – –
AIP
773
Ameritas Investment Partners
Nebraska
$471K -$19.9K -344 -4%
FFS
774
Founders Financial Securities
Maryland
$471K +$48K +830 +12%
MCM
775
Manchester Capital Management
Vermont
$466K +$12.4K +214 +3%
29 30
31
32 33