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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
826
Parallel Advisors
California
$242K -$3.26K -76 -1%
HNWAG
827
High Net Worth Advisory Group
Florida
$241K +$206K +4,800 +960%
ME
828
McIlrath & Eck
Washington
$240K -$3.69K -86 -2%
JFL
829
Jarislowsky, Fraser Ltd
Quebec, Canada
$240K -$8.15K -190 -3%
BP
830
Ballentine Partners
Massachusetts
$239K +$225K +5,255 New
ICP
831
Interchange Capital Partners
Pennsylvania
$237K +$223K +5,211 New
DWM
832
Dorchester Wealth Management
Quebec, Canada
$237K – – –
PAS
833
Park Avenue Securities
New York
$235K +$221K +5,161 New
CAAS
834
Capital Asset Advisory Services
Michigan
$235K -$35K -815 -14%
HI
835
Harbour Investments
Wisconsin
$234K +$79.6K +1,855 +57%
GP
836
Girard Partners
Pennsylvania
$234K +$220K +5,132 New
LWM
837
Lyell Wealth Management
California
$233K +$219K +5,115 New
MWM
838
Meridian Wealth Management
Kentucky
$232K +$218K +5,087 New
GIA
839
GHP Investment Advisors
Colorado
$230K – – –
BMC
840
Benin Management Corp
Connecticut
$228K +$215K +5,019 New
CLOS
841
Compagnie Lombard Odier SCmA
Switzerland
$228K – – –
AT
842
American Trust
Kentucky
$228K +$214K +5,001 New
RPC
843
Rossmore Private Capital
Connecticut
$228K +$214K +5,000 New
VST
844
Van Strum & Towne
California
$228K +$214K +5,000 New
SC
845
Savant Capital
Illinois
$226K -$40K -933 -16%
DGAM
846
Desjardins Global Asset Management
Quebec, Canada
$225K +$5.1K +119 +2%
PCA
847
Personal Capital Advisors
California
$224K +$211K +4,917 New
LFA
848
LGT Financial Advisors
Texas
$224K +$211K +4,914 New
SIM
849
Sentry Investment Management
Wisconsin
$223K +$11.2K +262 +6%
HA
850
Hofer & Associates
California
$223K +$210K +4,893 New
32 33
34
35 36