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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
876
Private Trust Company
Ohio
$815K -$21.8K -214 -3%
GS
877
GTS Securities
Florida
$814K +$257K +2,523 +51%
TCA
878
Transcend Capital Advisors
New Jersey
$809K +$147K +1,437 +24%
OFG
879
Oxford Financial Group
Indiana
$803K +$29K +284 +4%
AUB
880
Atlantic Union Bankshares
Virginia
$800K -$5.81K -57 -0.8%
EW
881
Elyxium Wealth
California
$798K +$4.69K +46 +0.6%
LWM
882
Lionshead Wealth Management
New York
$794K – – –
CCA
883
Checchi Capital Advisers
California
$788K -$56.9K -558 -7%
BWCS
884
Beirne Wealth Consulting Services
Connecticut
$780K +$281K +2,754 +63%
RWM
885
RKL Wealth Management
Pennsylvania
$770K +$612 +6 +0.1%
GLR
886
Great Lakes Retirement
Ohio
$769K -$8.67K -85 -1%
KFP
887
KMG Fiduciary Partners
Ohio
$768K – – –
DAS
888
Diversify Advisory Services
Utah
$765K -$17.3K -170 -2%
SDAM
889
Shulman DeMeo Asset Management
New York
$764K +$3.57K +35 +0.5%
KFGK
890
Keystone Financial Group (Kentucky)
Kentucky
$763K – – –
LCGC
891
Legacy Capital Group California
California
$761K +$71.6K +702 +11%
TPA
892
Trivium Point Advisory
Connecticut
$759K -$170K -1,670 -19%
CI
893
Cigna Investments
Connecticut
$759K -$18.1K -177 -2%
FNBT
894
FineMark National Bank & Trust
Florida
$758K +$3.88K +38 +0.5%
SIA
895
Strategic Investment Advisors
Michigan
$756K -$102K -1,002 -13%
Hudson Bay Capital Management
896
Hudson Bay Capital Management
Connecticut
$752K +$704K +6,904 New
AIP
897
Ameritas Investment Partners
Nebraska
$747K -$2.55K -25 -0.4%
OFG
898
OmniStar Financial Group
North Carolina
$745K +$118K +1,159 +20%
VCM
899
Versant Capital Management
Arizona
$743K +$14.3K +140 +2%
AWM
900
Accurate Wealth Management
Florida
$742K +$29.5K +289 +4%