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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
801
Simplicity Wealth
New Jersey
$997K -$510K -5,005 -35%
MG
802
Mather Group
Illinois
$997K +$43.4K +426 +5%
GC
803
Gilbert & Cook
Iowa
$992K +$18.8K +184 +2%
WB
804
WesBanco Bank
West Virginia
$989K +$443K +4,339 +92%
TA
805
Tectonic Advisors
Texas
$985K -$81.6K -800 -8%
CL
806
CSS LLC
Illinois
$984K -$1.09M -10,662 -54%
SGAM
807
Smith Group Asset Management
Texas
$981K – – –
HBT
808
Heartland Bank & Trust
Illinois
$980K -$2.75K -27 -0.3%
RC
809
Rexford Capital
Texas
$978K -$20.4K -200 -2%
I
810
INVST
Indiana
$977K +$20.8K +204 +2%
SAM
811
Strategy Asset Managers
California
$973K -$306 -3 -0%
NS
812
NBC Securities
Alabama
$973K -$44.2K -433 -5%
FLPIM
813
F.L. Putnam Investment Management
Massachusetts
$970K -$2.96K -29 -0.3%
PBK
814
Peoples Bank (Kansas)
Kansas
$969K -$410K -4,022 -31%
FNFDCM
815
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$968K -$48.5K -476 -5%
ACM
816
Aster Capital Management
United Arab Emirates
$964K +$248K +2,433 +38%
CNBT
817
Canandaigua National Bank & Trust
New York
$963K -$27.3K -268 -3%
TFA
818
Transamerica Financial Advisors
Florida
$963K -$165K -1,621 -16%
BDL
819
Banque de Luxembourg
Luxembourg
$961K – – –
LAM
820
Lountzis Asset Management
Pennsylvania
$959K – – –
WOSD
821
WFA of San Diego
California
$952K – – –
FPL
822
Fortress Private Ledger
North Carolina
$951K +$118K +1,153 +15%
MK
823
MASTERINVEST Kapitalanlage
$947K +$33.8K +331 +4%
TTWM
824
TCV Trust & Wealth Management
Virginia
$946K -$24.5K -240 -3%
BWP
825
BSW Wealth Partners
Colorado
$946K +$359K +3,517 +68%
31 32
33
34 35