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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
801
Redmond Asset Management
Virginia
$826K -$45K -530 -6%
LFA
802
Legacy Financial Advisors
Kentucky
$825K +$462K +5,438 +150%
HBT
803
Heartland Bank & Trust
Illinois
$822K -$16.3K -192 -2%
SGAM
804
Smith Group Asset Management
Texas
$820K – – –
SAM
805
Strategy Asset Managers
California
$814K -$20.3K -239 -3%
FLPIM
806
F.L. Putnam Investment Management
Massachusetts
$814K -$16.8K -198 -2%
TTWM
807
TCV Trust & Wealth Management
Virginia
$813K – – –
GC
808
Gilbert & Cook
Iowa
$813K +$11.5K +136 +2%
HIM
809
Hillsdale Investment Management
Ontario, Canada
$811K -$8.49K -100 -1%
MSWM
810
McGlone Suttner Wealth Management
Wisconsin
$806K +$57.7K +680 +8%
LAM
811
Lountzis Asset Management
Pennsylvania
$802K – – –
HPC
812
HM Payson & Co
Maine
$799K +$16.3K +192 +2%
I
813
INVST
Indiana
$799K +$30.1K +355 +4%
HIM
814
Hanlon Investment Management
New Jersey
$797K +$12.5K +147 +2%
SC
815
Syon Capital
California
$797K +$197K +2,322 +36%
WOSD
816
WFA of San Diego
California
$796K +$742K +8,734 New
MG
817
Mather Group
Illinois
$794K -$13.2K -155 -2%
CCM
818
Chilton Capital Management
Texas
$793K – – –
FIA
819
Foundations Investment Advisors
Arizona
$792K -$28.5K -336 -4%
SBFM
820
S-Bank Fund Management
Finland
$789K +$736K +8,663 New
WQ
821
Wealth Quarterback
New Jersey
$788K -$36.4K -429 -5%
TPA
822
Trivium Point Advisory
Connecticut
$787K -$257K -3,030 -26%
LSA
823
Leonteq Securities AG
Switzerland
$787K +$516K +6,073 +237%
CIC
824
Crawford Investment Counsel
Georgia
$786K +$2.89K +34 +0.4%
JWM
825
Jeppson Wealth Management
California
$784K – – –
31 32
33
34 35