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BNY

Bank of New York Mellon

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
1326
Signature Resources Capital Management
California
$148K +$2.38K +28 +2%
GWSG
1327
GPS Wealth Strategies Group
Colorado
$146K +$1.1K +13 +0.8%
HDIM
1328
Hanson & Doremus Investment Management
Vermont
$146K -$51K -600 -27%
TF
1329
Tompkins Financial
New York
$133K – – –
BHWM
1330
Bay Harbor Wealth Management
Maryland
$133K -$10.1K -119 -8%
PFSC
1331
Peoples Financial Services Corp
Pennsylvania
$127K – – –
CIA
1332
Cape Investment Advisory
Georgia
$127K +$7.39K +87 +7%
Loomis, Sayles & Company
1333
Loomis, Sayles & Company
Massachusetts
$126K -$83.7K -986 -42%
AA
1334
Ancora Advisors
Ohio
$123K – – –
OC
1335
Oakworth Capital
Alabama
$119K – – –
AA
1336
Addison Advisors
Vermont
$117K +$13.4K +158 +14%
TCM
1337
Traub Capital Management
Massachusetts
$117K +$109K +1,280 New
CWP
1338
Concord Wealth Partners
Virginia
$115K +$46.7K +550 +77%
CIAM
1339
Caitong International Asset Management
Hong Kong
$114K +$106K +1,250 New
OCM
1340
Osterweis Capital Management
California
$109K +$101K +1,189 +11,890%
SWA
1341
SOA Wealth Advisors
New York
$109K +$562K +6,620 +1,226%
1IA
1342
1620 Investment Advisors
Massachusetts
$109K -$1.36K -16 -1%
TIM
1343
Tortoise Investment Management
New York
$105K +$82.6K +973 +556%
GCM
1344
Gables Capital Management
Florida
$100K – – –
LWCFA
1345
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K – – –
CWM
1346
Crowley Wealth Management
Delaware
$98.6K – – –
CYG
1347
Clean Yield Group
Vermont
$95.8K – – –
LFA
1348
Legend Financial Advisors
Pennsylvania
$94.4K +$88K +1,036 New
CBT
1349
CoreFirst Bank & Trust
Kansas
$94.3K +$87.9K +1,035 New
TH
1350
TCTC Holdings
Texas
$93.5K – – –