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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
1501
Bourne Lent Asset Management
New York
$202K +$202K +1,700 New
NERM
1502
New England Research & Management
Illinois
$202K +$202K +1,700 New
WC
1503
Westhampton Capital
North Carolina
$202K +$202K +1,700 New
SP
1504
Symmetry Partners
Connecticut
$201K +$202K +1,698 New
OMIC
1505
Old Mission Investment Co
Michigan
$201K -$22.6K -190 -10%
FWI
1506
Facet Wealth Inc
Maryland
$201K +$201K +1,694 New
AA
1507
Ancora Advisors
Ohio
$197K +$6.54K +55 +3%
SRCM
1508
Signature Resources Capital Management
California
$196K -$832 -7 -0.4%
MUMSS
1509
Mitsubishi UFJ Morgan Stanley Securities
Japan
$191K +$191K +1,607 New
GITFIT
1510
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$190K – – –
MTI
1511
Merrithew & Thorsten Inc
California
$180K – – –
SWM
1512
Spire Wealth Management
Virginia
$178K -$33.1K -278 -16%
MWPCG
1513
Measured Wealth Private Client Group
New Hampshire
$176K -$7.61K -64 -4%
SEP
1514
Signature Equity Partners
Ohio
$175K -$4.64K -39 -3%
TF
1515
Tompkins Financial
New York
$174K – – –
TCM
1516
Triumph Capital Management
Colorado
$173K +$4.04K +34 +2%
PB
1517
Prosperity Bancshares
Texas
$167K -$108K -910 -39%
ZBNA
1518
Zions Bancorporation, National Association
Utah
$164K -$99.4K -836 -38%
RP
1519
Rowlandmiller & Partners
Georgia
$163K -$35.7K -300 -18%
AA
1520
Addison Advisors
Vermont
$162K +$6.07K +51 +4%
PFSC
1521
Peoples Financial Services Corp
Pennsylvania
$155K – – –
OC
1522
Oakworth Capital
Alabama
$153K -$2.02K -17 -1%
CSPIA
1523
Cary Street Partners Investment Advisory
Virginia
$150K +$26.6K +224 +21%
SVWA
1524
Sarver Vrooman Wealth Advisors
Missouri
$148K +$44.4K +373 +43%
OCM
1525
Osterweis Capital Management
California
$142K – – –
59 60
61
62 63