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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
801
Liberty Wealth Management
California
$283K +$1.24K +24 +0.4%
FPS
802
Fieldpoint Private Securities
Connecticut
$277K – – –
YL
803
YCG LLC
Texas
$277K – – –
SFA
804
Sequoia Financial Advisors
Ohio
$277K +$283K +5,498 New
CCP
805
Corient Capital Partners
California
$276K +$58.3K +1,132 +26%
CT
806
Cambridge Trust
Massachusetts
$274K -$27.1K -525 -9%
FSC
807
Full Sail Capital
Oklahoma
$273K -$405K -7,863 -59%
KFGK
808
Keystone Financial Group (Kentucky)
Kentucky
$272K -$12.6K -244 -4%
BCM
809
Baltimore Capital Management
Maryland
$270K +$276K +5,355 New
AW
810
Alpha Windward
Massachusetts
$269K +$1.08K +21 +0.4%
Lido Advisors
811
Lido Advisors
California
$268K +$6.91K +134 +3%
BAM
812
Belpointe Asset Management
Nevada
$267K +$273K +5,292 New
FCIM
813
Fairview Capital Investment Management
California
$266K -$5.77K -112 -2%
WAM
814
Wealthspire Advisors (Maryland)
Maryland
$266K +$5.51K +107 +2%
PIM
815
Penobscot Investment Management
Massachusetts
$266K +$271K +5,267 New
SWA
816
Sutton Wealth Advisors
Florida
$266K – – –
BCM
817
Blume Capital Management
California
$265K – – –
WPW
818
Waldron Private Wealth
Pennsylvania
$265K +$19.7K +383 +8%
RP
819
Rice Partnership
Hawaii
$263K -$25.9K -503 -9%
TST
820
Tech Square Trading
Massachusetts
$262K +$268K +5,195 New
MA
821
Mutual Advisors
Nebraska
$261K -$12.6K -245 -5%
GIA
822
GHP Investment Advisors
Colorado
$259K +$103 +2 +0%
CCM
823
Chilton Capital Management
Texas
$258K – – –
ARMT
824
Amica Retiree Medical Trust
Rhode Island
$257K – – –
BHBT
825
Burke & Herbert Bank & Trust
Virginia
$256K – – –