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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
GRQ
951
Gardner Russo & Quinn
Pennsylvania
$81K +$79.9K +1,500 New
Acadian Asset Management
952
Acadian Asset Management
Massachusetts
$78K -$25.6K -481 -25%
PCM
953
Penserra Capital Management
California
$78K +$34K +639 +78%
CG
954
Cutler Group
California
$75K +$74.6K +1,400 New
RWA
955
Ropes Wealth Advisors
Massachusetts
$74K – – –
PGWM
956
Parisi Gray Wealth Management
New Jersey
$74K +$73.4K +1,378 New
EFSCE
957
Enterprise Financial Services Corp (EFSC)
Missouri
$70K – – –
EWM
958
Edge Wealth Management
New York
$68K – – –
PCFFS
959
Pacific Center for Financial Services
California
$68K – – –
SSB
960
Sandy Spring Bank
Maryland
$68K +$23K +432 +51%
SBL
961
Sargent Bickham Lagudis
Colorado
$67K – – –
QAM
962
QCI Asset Management
New York
$65K +$18.6K +350 +41%
THWM
963
Taylor Hoffman Wealth Management
Virginia
$61K +$60.6K +1,138 New
Carson Wealth (CWM LLC)
964
Carson Wealth (CWM LLC)
Nebraska
$58K -$3.94K -74 -6%
EWM
965
Endurance Wealth Management
Rhode Island
$58K – – –
GT
966
Greenleaf Trust
Michigan
$56K -$9.54K -179 -15%
FCA
967
Florence Capital Advisors
New York
$54K – – –
MCA
968
Mercer Capital Advisers
New Jersey
$54K – – –
ACM
969
AUA Capital Management
Pennsylvania
$53K – – –
KA
970
Kaizen Advisory
Illinois
$53K +$52.9K +993 New
VIMU
971
Veritas Investment Management (UK)
United Kingdom
$48K – – –
MOS
972
MGO One Seven
Ohio
$45K +$44.9K +843 New
SIAS
973
Shine Investment Advisory Services
Colorado
$44K -$5.22K -98 -11%
LWCFA
974
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
RBC
975
Roble Belko & Company
Pennsylvania
$42K – – –