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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1126
Breakwater Capital Group
New Jersey
$305K -$2.8K -33 -1%
AI
1127
Accredited Investors
Minnesota
$304K -$42.5K -500 -13%
SYBT
1128
Stock Yards Bank & Trust
Kentucky
$304K +$70.1K +826 +33%
RCG
1129
Regatta Capital Group
California
$303K -$5.52K -65 -2%
SFP
1130
Sandbox Financial Partners
Maryland
$302K +$679 +8 +0.2%
SDWMA
1131
Schneider Downs Wealth Management Advisors
Pennsylvania
$302K -$5.69K -67 -2%
RZH
1132
Relyea Zuckerberg Hanson
Connecticut
$301K -$11.6K -137 -4%
IC
1133
Iconiq Capital
California
$300K -$37.7K -444 -12%
SB
1134
Strategic Blueprint
Georgia
$299K +$42.2K +497 +18%
WA
1135
Wealth Alliance
New York
$298K +$35.9K +423 +15%
CCWM
1136
Cassaday & Co Wealth Management
Virginia
$295K +$275K +3,241 New
MCM
1137
MV Capital Management
Maryland
$295K -$1.36K -16 -0.5%
KLCM
1138
KG&L Capital Management
Louisiana
$295K +$275K +3,237 New
ESB
1139
Essex Savings Bank
Connecticut
$295K +$85 +1 +0%
MPWT
1140
MassMutual Private Wealth & Trust
Connecticut
$295K +$28.7K +338 +12%
LAM
1141
L2 Asset Management
Massachusetts
$294K +$10.6K +125 +4%
HIP
1142
HUB Investment Partners
Texas
$293K +$12.3K +145 +5%
KSB
1143
Kennebec Savings Bank
Maine
$293K – – –
TFA
1144
Trinity Financial Advisors
Ohio
$293K – – –
FCIM
1145
Fairview Capital Investment Management
California
$292K – – –
MFC
1146
Mechanics Financial Corp
Ohio
$292K – – –
RP
1147
Rice Partnership
Hawaii
$292K +$272K +3,200 New
HFM
1148
Harvest Fund Management
China
$289K -$752K -8,852 -74%
HTC
1149
Haverford Trust Company
Pennsylvania
$288K +$2.21K +26 +0.8%
OKSA
1150
O'Keefe Stevens Advisory
New York
$287K +$2.97K +35 +1%
44 45
46
47 48