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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1051
Peddock Capital Advisors
Massachusetts
$330K +$2.52K +30 +0.8%
BC
1052
Barrett & Company
Rhode Island
$329K – – –
EWM
1053
Evercore Wealth Management
New York
$328K – – –
CM
1054
Columbus Macro
Pennsylvania
$327K -$13.9K -166 -4%
LFA
1055
Laraway Financial Advisors
Minnesota
$327K -$10.5K -125 -3%
ST
1056
Spinnaker Trust
Maine
$325K – – –
GAG
1057
GM Advisory Group
New York
$324K – – –
PDL
1058
Portfolio Design Labs
California
$323K +$44.5K +530 +16%
ILI
1059
Invesco LLC (Illinois)
Illinois
$322K +$98.9K +1,177 +44%
AI
1060
Accredited Investors
Minnesota
$322K +$27.8K +331 +9%
BBA
1061
Baader Bank Aktiengesellschaft
Germany
$321K +$16.6K +197 +5%
FA
1062
FDx Advisors
Illinois
$320K -$102K -1,210 -24%
NW
1063
NewEdge Wealth
Pennsylvania
$317K +$317K +3,775 New
CIA
1064
Capital Investment Advisors
Georgia
$317K +$80.8K +962 +34%
MPM
1065
MBB Public Markets
Illinois
$316K +$317K +3,771 New
APW
1066
Austin Private Wealth
Texas
$314K +$7.06K +84 +2%
IC
1067
Iconiq Capital
California
$314K +$51.2K +609 +19%
HIIFS
1068
Harel Insurance Investments & Financial Services
Israel
$313K -$60.2K -716 -16%
WCP
1069
Welch Capital Partners
New York
$310K – – –
MHC
1070
Meyer Handelman Company
New York
$310K -$1.09K -13 -0.4%
BWM
1071
BlackDiamond Wealth Management
New York
$307K +$10.3K +123 +4%
PPW
1072
Parcion Private Wealth
Washington
$307K +$85K +1,012 +38%
PP
1073
PDS Planning
Ohio
$307K +$49.2K +585 +19%
LGA
1074
Lebenthal Global Advisors
New York
$307K -$70.6K -840 -19%
BIG
1075
Brookwood Investment Group
Arizona
$306K +$307K +3,653 New