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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
901
Parkside Financial Bank & Trust
Missouri
$90K +$7.49K +157 +10%
M
902
Mirova
France
$90K +$37K +776 +77%
VFA
903
Valeo Financial Advisors
Indiana
$89K +$239 +5 +0.3%
RFA
904
Reilly Financial Advisors
California
$84K – – –
LWANC
905
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K – – –
HDIM
906
Hanson & Doremus Investment Management
Vermont
$81K – – –
MFS
907
Mirabella Financial Services
United Kingdom
$81K +$76.5K +1,602 New
SSB
908
Sandy Spring Bank
Maryland
$77K +$21.2K +445 +41%
Loomis, Sayles & Company
909
Loomis, Sayles & Company
Massachusetts
$75K +$6.2K +130 +9%
SBL
910
Sargent Bickham Lagudis
Colorado
$75K +$11.9K +250 +20%
CCA
911
Column Capital Advisors
Indiana
$73K +$69.6K +1,458 New
FA
912
Financial Advantage
Maryland
$71K – – –
PK
913
Pflug Koory
Nebraska
$69K +$5.73K +120 +10%
AP
914
Atwood & Palmer
Missouri
$68K -$47.7K -1,000 -42%
JSC
915
Jackson Square Capital
California
$67K +$63.5K +1,330 New
CYG
916
Clean Yield Group
Vermont
$65K +$62K +1,300 New
HWA
917
Heritage Wealth Advisors
Virginia
$63.1K -$4.82K -101 -7%
PCFFS
918
Pacific Center for Financial Services
California
$63K – – –
WPA
919
West Paces Advisors
Georgia
$62.4K – – –
PCIA
920
Prime Capital Investment Advisors
Kansas
$60K +$17.8K +373 +45%
THWM
921
Taylor Hoffman Wealth Management
Virginia
$57K – – –
CT
922
Caldwell Trust
Florida
$55.1K +$52.2K +1,094 New
EWM
923
Endurance Wealth Management
Rhode Island
$55K -$11.9K -250 -19%
SIAS
924
Shine Investment Advisory Services
Colorado
$55K – – –
PCM
925
Penserra Capital Management
California
$54K +$10.1K +211 +24%