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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
801
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.46M – – –
JAG
802
Journey Advisory Group
Kentucky
$1.46M – – –
FB
803
Fulton Bank
Pennsylvania
$1.45M -$376K -2,753 -22%
AWA
804
Arete Wealth Advisors
Illinois
$1.45M -$4.38K -32 -0.3%
CA
805
Clearstead Advisors
Ohio
$1.45M +$472K +3,454 +53%
HWMO
806
Heritage Wealth Management (Ohio)
Ohio
$1.45M – – –
CRI
807
Commonwealth Retirement Investments
Virginia
$1.45M -$14.4K -105 -1%
FIA
808
Foundations Investment Advisors
Arizona
$1.45M +$70.1K +513 +5%
MSWM
809
McGlone Suttner Wealth Management
Wisconsin
$1.45M +$73K +534 +6%
DADC
810
D.A. Davidson & Co
Montana
$1.44M +$18.3K +134 +1%
APC
811
Aspire Private Capital
North Carolina
$1.44M -$258K -1,889 -16%
RIA
812
Realta Investment Advisors
Delaware
$1.43M +$41K +300 +3%
PI
813
Pettee Investors
Connecticut
$1.42M – – –
QT
814
Quantbot Technologies
New York
$1.42M +$1.34M +9,808 New
SA
815
Sunesis Advisors
Kansas
$1.41M -$1.19M -8,674 -47%
KLCM
816
KG&L Capital Management
Louisiana
$1.41M +$354K +2,590 +36%
PCA
817
Pallas Capital Advisors
Massachusetts
$1.41M -$68K -497 -5%
CI
818
CX Institutional
Indiana
$1.41M -$8.89K -65 -0.7%
GCIA
819
Gabelli & Co Investment Advisers
New York
$1.4M – – –
NWWA
820
New Wave Wealth Advisors
Arkansas
$1.39M +$226K +1,656 +21%
LWAM
821
Legacy Wealth Asset Management
Minnesota
$1.38M -$17.1K -125 -1%
CWA
822
Crux Wealth Advisors
California
$1.38M -$241K -1,761 -16%
CA
823
CV Advisors
Florida
$1.37M +$1.37M +10,000 New
FFM
824
Forum Financial Management
Illinois
$1.35M +$17.9K +131 +1%
MG
825
Mather Group
Illinois
$1.35M +$12.2K +89 +1%
31 32
33
34 35