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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
1326
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$62.9K – – –
BBHC
1327
Brown Brothers Harriman & Co
New York
$62.6K +$29.3K +349 +88%
SWIM
1328
Smallwood Wealth Investment Management
New Jersey
$61.8K +$61.9K +737 New
CSPIA
1329
Cary Street Partners Investment Advisory
Virginia
$61.1K +$23.8K +283 +64%
HFM
1330
Hartford Financial Management
Connecticut
$60.6K +$18.4K +219 +43%
SSB
1331
Sandy Spring Bank
Maryland
$60.1K +$4.79K +57 +9%
CWP
1332
Concord Wealth Partners
Virginia
$59.6K -$3.53K -42 -6%
WPA
1333
West Paces Advisors
Georgia
$59.3K – – –
GWP
1334
Gen-Wealth Partners
Michigan
$58.8K -$13.5K -161 -19%
NRG
1335
Nemes Rush Group
Michigan
$58.7K – – –
SN
1336
Sittner & Nelson
Oregon
$58.7K – – –
HWA
1337
HHM Wealth Advisors
Tennessee
$58.4K – – –
TFM
1338
TFC Financial Management
Massachusetts
$57.9K +$55K +654 +1,817%
FFO
1339
Fortitude Family Office
Arizona
$56.9K -$17.9K -213 -24%
KIM
1340
Kestra Investment Management
Texas
$56.4K -$56.1K -667 -50%
ZBNA
1341
Zions Bancorporation, National Association
Utah
$55.7K +$55.8K +664 New
TSMHT
1342
Thurston Springer Miller Herd & Titak
Indiana
$54.5K -$29.4K -350 -35%
PWAM
1343
Private Wealth Asset Management
Iowa
$52K +$52.1K +620 New
ATC
1344
Adirondack Trust Company
New York
$51.1K – – –
OIA
1345
Optimum Investment Advisors
Illinois
$50.3K – – –
RFG
1346
REAP Financial Group
Texas
$49.8K +$16.6K +198 +50%
CT
1347
Clearstead Trust
Maine
$48.6K +$3.19K +38 +7%
FCAS
1348
First Command Advisory Services
Texas
$46.5K +$588 +7 +1%
SIC
1349
SJS Investment Consulting
Ohio
$46.4K +$41.3K +492 +807%
KSWA
1350
Kathleen S. Wright Associates
Pennsylvania
$46.1K – – –
52 53
54
55 56