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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1001
Coppell Advisory Solutions
Texas
$72.1K +$17.8K +387 +39%
TCWA
1002
Turtle Creek Wealth Advisors
Texas
$71.8K +$63.5K +1,379 New
TF
1003
Tompkins Financial
New York
$71K +$57.1K +1,240 +992%
AWM
1004
AllSquare Wealth Management
New York
$70.3K – – –
AF
1005
Arrow Financial
New York
$70.3K – – –
TC
1006
Trust Company
Kansas
$70.1K -$28.6K -621 -32%
Loomis, Sayles & Company
1007
Loomis, Sayles & Company
Massachusetts
$70K +$45K +978 +260%
PIM
1008
Plato Investment Management
Australia
$69.7K +$61.7K +1,339 New
CBT
1009
CoreFirst Bank & Trust
Kansas
$68.7K – – –
OC
1010
Oakworth Capital
Alabama
$67.2K -$89K -1,932 -60%
CFO
1011
CVA Family Office
Colorado
$66.1K +$58.4K +1,269 New
GBT
1012
Grove Bank & Trust
Florida
$65.9K -$9.21K -200 -14%
DA
1013
Denali Advisors
California
$64.1K -$319K -6,926 -85%
LWANC
1014
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.7K – – –
PCFFS
1015
Pacific Center for Financial Services
California
$63.6K – – –
MFG
1016
Mendota Financial Group
Wisconsin
$62.4K – – –
LWCFA
1017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K – – –
NF
1018
Norwood Financial
Pennsylvania
$60.5K -$6.49K -141 -11%
CCM
1019
Chilton Capital Management
Texas
$60.3K – – –
CT
1020
Cambridge Trust
Massachusetts
$57.3K – – –
GCM
1021
Gables Capital Management
Florida
$57.3K – – –
TFIPS
1022
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.3K +$50.7K +1,100 New
C
1023
Covestor
United Kingdom
$56K +$24K +521 +96%
LFA
1024
Legend Financial Advisors
Pennsylvania
$53.9K – – –
BCM
1025
Bourgeon Capital Management
Connecticut
$52K – – –