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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
751
Summit Financial Strategies
Ohio
$607K – – –
CI
752
CX Institutional
Indiana
$606K +$6.38K +97 +1%
TCOV
753
Trust Company of Vermont
Vermont
$604K -$5.46K -83 -1%
LAM
754
Lountzis Asset Management
Pennsylvania
$604K – – –
SFI
755
Siemens Fonds Invest
Germany
$601K -$5.13K -78 -0.9%
UAG
756
United Advisor Group
Ohio
$595K +$544K +8,275 New
HFM
757
Harvest Fund Management
China
$594K +$543K +8,263 New
WB
758
WesBanco Bank
West Virginia
$582K -$49.3K -750 -8%
RCM
759
RB Capital Management
Nevada
$577K +$66 +1 +0%
KCM
760
Kathmere Capital Management
Pennsylvania
$575K +$57.6K +876 +12%
GL
761
Graypoint LLC
New York
$574K +$263 +4 +0.1%
CSC
762
Caldwell Sutter Capital
California
$571K – – –
BIG
763
Builder Investment Group
Georgia
$568K – – –
AWA
764
Aaron Wealth Advisors
Illinois
$566K +$153K +2,324 +42%
HI
765
Hendershot Investments
Virginia
$566K – – –
KPWS
766
Kestra Private Wealth Services
Texas
$565K -$8.55K -130 -2%
FFS
767
Founders Financial Securities
Maryland
$562K -$2.5K -38 -0.5%
WJWM
768
Williams Jones Wealth Management
New York
$561K -$182K -2,770 -26%
CFM
769
Catalyst Funds Management
Australia
$561K +$164K +2,500 +47%
MCM
770
Manchester Capital Management
Vermont
$559K – – –
AUB
771
Atlantic Union Bankshares
Virginia
$555K – – –
CAM
772
Cidel Asset Management
Ontario, Canada
$554K -$38.3K -582 -7%
CT
773
Chicago Trust
Illinois
$553K -$2.7K -41 -0.5%
EB
774
Exchange Bank
California
$550K -$59.1K -898 -10%
CI
775
Cigna Investments
Connecticut
$549K -$19.6K -298 -4%
29 30
31
32 33