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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1151
Regatta Capital Group
California
$362K -$714 -7 -0.2%
OWA
1152
One Wealth Advisors
California
$362K -$283K -2,776 -46%
QL
1153
Quarry LP
New York
$361K -$459K -4,497 -58%
SDWMA
1154
Schneider Downs Wealth Management Advisors
Pennsylvania
$361K – – –
KIA
1155
KCM Investment Advisors
California
$358K +$13.5K +132 +4%
CCWM
1156
Cassaday & Co Wealth Management
Virginia
$353K – – –
AO
1157
Advisor OS
Illinois
$351K -$30.6K -300 -9%
MMA
1158
Miracle Mile Advisors
California
$351K +$78.7K +772 +32%
KSB
1159
Kennebec Savings Bank
Maine
$350K – – –
FCIM
1160
Fairview Capital Investment Management
California
$349K – – –
ESB
1161
Essex Savings Bank
Connecticut
$349K -$3.16K -31 -1%
MIC
1162
Meridian Investment Counsel
California
$349K -$20.4K -200 -6%
RP
1163
Rice Partnership
Hawaii
$349K – – –
HTC
1164
Haverford Trust Company
Pennsylvania
$346K +$1.33K +13 +0.4%
CIAS
1165
CFS Investment Advisory Services
New Jersey
$345K +$15.7K +154 +5%
MA
1166
MONECO Advisors
Connecticut
$345K +$323K +3,166 New
LW
1167
Linscomb Wealth
Texas
$344K +$3.67K +36 +1%
BWP
1168
Balboa Wealth Partners
Arizona
$344K +$21.1K +207 +7%
OKSA
1169
O'Keefe Stevens Advisory
New York
$344K – – –
BS
1170
Banco Santander
Spain
$344K +$322K +3,153 New
SP
1171
Stablepoint Partners
Massachusetts
$343K – – –
MA
1172
Mutual Advisors
Nebraska
$343K -$250K -2,447 -43%
IIC
1173
Ironwood Investment Counsel
Arizona
$341K +$1.33K +13 +0.4%
MIM
1174
Marco Investment Management
Georgia
$341K – – –
BGA
1175
Battery Global Advisors
Massachusetts
$339K – – –
45 46
47
48 49