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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
776
Ritholtz Wealth Management
New York
$231K +$209K +5,442 New
FCM
777
Firestone Capital Management
Florida
$230K – – –
MCM
778
MAI Capital Management
Ohio
$229K +$207K +5,393 New
TAM
779
Trust Asset Management
Texas
$229K +$208K +5,404 New
PCA
780
Peddock Capital Advisors
Massachusetts
$228K +$206K +5,376 New
LWM
781
Liberty Wealth Management
California
$227K – – –
Vanguard Personalized Indexing Management
782
Vanguard Personalized Indexing Management
California
$227K +$205K +5,346 New
MA
783
Montag & Associates
Georgia
$227K +$205K +5,347 New
T
784
TRUADVICE
Florida
$225K +$217K +5,653 New
FWM
785
Focused Wealth Management
New York
$224K -$4.72K -123 -2%
III
786
Independent Investors Inc
New York
$221K -$614K -16,000 -75%
CAM
787
Columbia Asset Management
Michigan
$221K +$200K +5,200 New
BHBT
788
Burke & Herbert Bank & Trust
Virginia
$221K +$200K +5,219 New
SWA
789
Sutton Wealth Advisors
Florida
$218K +$2.11K +55 +1%
MOS
790
MGO One Seven
Ohio
$218K +$197K +5,143 New
PCG
791
Private Capital Group
Connecticut
$217K +$21K +548 +12%
SAG
792
Spotlight Asset Group
Illinois
$217K +$197K +5,119 New
CCIA
793
Campbell & Co Investment Adviser
Maryland
$216K -$111K -2,900 -36%
EA
794
Ellsworth Advisors
Ohio
$213K +$193K +5,023 New
RPC
795
Rossmore Private Capital
Connecticut
$212K +$192K +5,000 New
VST
796
Van Strum & Towne
California
$212K +$192K +5,000 New
HSA
797
HBK Sorce Advisory
Pennsylvania
$211K +$191K +4,966 New
BDS
798
Banco de Sabadell
Florida
$210K – – –
SCCM
799
Schafer Cullen Capital Management
New York
$207K -$113K -2,945 -38%
PIM
800
Perpetual Investment Management
Australia
$207K +$191K +4,973 New