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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
826
Brighton Jones LLC
Washington
$453K +$129K +1,967 +45%
FPAS
827
Focus Partners Advisor Solutions
Missouri
$450K -$30.4K -462 -7%
TSW
828
Thompson Siegel & Walmsley
Virginia
$449K +$5K +76 +1%
CF
829
Centaurus Financial
California
$446K -$24.1K -367 -6%
PTC
830
Private Trust Company
Ohio
$446K +$20.2K +307 +5%
SLG
831
Stanley-Laman Group
Pennsylvania
$445K +$8.88K +135 +2%
VCM
832
Vivaldi Capital Management
Illinois
$437K +$723 +11 +0.2%
SFWA
833
Summit Financial Wealth Advisors
Louisiana
$434K +$28.7K +436 +8%
STA
834
Summit Trail Advisors
New York
$434K +$66K +1,004 +20%
JF
835
Jump Financial
Illinois
$432K -$44.7K -679 -10%
IA
836
IFG Advisors
Missouri
$431K – – –
LS
837
Livforsakringsbolaget Skandia
Sweden
$430K +$292K +4,445 +289%
GWMR
838
GC Wealth Management RIA
Massachusetts
$428K +$392K +5,959 New
STB
839
S&T Bank
Pennsylvania
$428K – – –
PWM
840
Perigon Wealth Management
California
$427K -$6.64K -101 -2%
LJAC
841
L.J. Altfest & Co
New York
$420K +$197 +3 +0.1%
FBC
842
Fairfield, Bush & Co
Connecticut
$420K – – –
MWM
843
Modern Wealth Management
Kansas
$419K +$2.37K +36 +0.6%
PWLP
844
Prio Wealth Limited Partnership
Massachusetts
$417K -$477K -7,250 -56%
MGIA
845
Moneta Group Investment Advisors
Missouri
$417K -$40.8K -620 -10%
GC
846
Grimes & Company
Massachusetts
$416K +$1.51K +23 +0.4%
PCA
847
Pallas Capital Advisors
Massachusetts
$415K +$21.8K +331 +6%
WPC
848
Wedmont Private Capital
Pennsylvania
$415K +$32.4K +493 +9%
CWP
849
Cyndeo Wealth Partners
Florida
$410K +$18.5K +282 +5%
TCM
850
Teza Capital Management
Illinois
$405K +$371K +5,639 New
32 33
34
35 36