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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1026
Evercore Wealth Management
New York
$768K – – –
FAG
1027
Fortitude Advisory Group
Washington
$764K – – –
VST
1028
Van Strum & Towne
California
$763K – – –
VCA
1029
Verdence Capital Advisors
Maryland
$763K -$4.24K -31 -0.6%
PCM
1030
Prelude Capital Management
New York
$762K +$721K +5,271 New
CFM
1031
Compass Financial Management
Florida
$761K +$683K +4,998 New
CAM
1032
Cidel Asset Management
Ontario, Canada
$759K -$24.3K -178 -3%
AW
1033
Alteri Wealth
California
$759K -$21.3K -156 -3%
PCM
1034
Polymer Capital Management
New York
$756K +$69.2K +506 +11%
SC
1035
Sapient Capital
Indiana
$752K -$202K -1,481 -22%
MWM
1036
Modera Wealth Management
New Jersey
$748K +$17.6K +129 +3%
CWP
1037
Cyndeo Wealth Partners
Florida
$747K +$142K +1,041 +25%
SAM
1038
Secure Asset Management
Michigan
$746K +$5.2K +38 +0.7%
RL
1039
Rogco LP
Oklahoma
$740K -$4.79K -35 -0.7%
LFM
1040
LGT Fund Management
Liechtenstein
$738K -$368K -2,693 -35%
HAG
1041
HF Advisory Group
Maryland
$736K -$666K -4,870 -49%
IA
1042
IFP Advisors
Florida
$735K +$410 +3 +0.1%
OAM
1043
Oppenheimer Asset Management
New York
$734K -$16K -117 -2%
G
1044
GenTrust
Florida
$732K -$68.8K -503 -9%
GIA
1045
GHP Investment Advisors
Colorado
$730K – – –
FNT
1046
First Nebraska Trust
Nebraska
$727K – – –
SA
1047
Sicart Associates
New York
$723K – – –
FNT
1048
First National Trust
Pennsylvania
$716K -$952K -6,961 -58%
WSCM
1049
Wellington Shields Capital Management
New York
$716K +$273K +2,000 +68%
DWT
1050
Dorsey & Whitney Trust
South Dakota
$715K -$7.38K -54 -1%
40 41
42
43 44