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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
851
Independent Advisor Alliance
North Carolina
$238K +$254K +5,245 New
CAM
852
Cresset Asset Management
Illinois
$238K -$382K -7,888 -60%
BIP
853
Blueprint Investment Partners
North Carolina
$236K +$252K +5,202 New
BCM
854
Bayesian Capital Management
New York
$236K -$1.65M -34,100 -87%
RP
855
Riverwater Partners
Wisconsin
$235K -$10.2K -210 -4%
IAIM
856
International Assets Investment Management
Florida
$235K +$1.2M +24,759 New
CM
857
Capula Management
Cayman Islands
$234K -$778K -16,038 -76%
CFGS
858
Concourse Financial Group Securities
Alabama
$234K +$30.4K +626 +14%
GP
859
Girard Partners
Pennsylvania
$233K – – –
LWM
860
Lyell Wealth Management
California
$232K – – –
MWM
861
Meridian Wealth Management
Kentucky
$231K – – –
PA
862
Parallel Advisors
California
$230K -$12.1K -250 -5%
GIA
863
GHP Investment Advisors
Colorado
$229K – – –
CAAS
864
Capital Asset Advisory Services
Michigan
$229K +$8.34K +172 +4%
BMC
865
Benin Management Corp
Connecticut
$228K – – –
RPC
866
Rossmore Private Capital
Connecticut
$227K – – –
VST
867
Van Strum & Towne
California
$227K – – –
LCC
868
Lincoln Capital Corp
Rhode Island
$227K +$242K +5,000 New
CF
869
Centaurus Financial
California
$227K +$73.6K +1,517 +44%
DOA
870
D'Orazio & Associates
Virginia
$227K +$242K +4,985 New
LFA
871
Laraway Financial Advisors
Minnesota
$226K -$24.2K -499 -9%
AIA
872
Angeles Investment Advisors
California
$225K +$240K +4,947 New
FMII
873
Farmers & Merchants Investments Inc
Nebraska
$224K +$12.6K +260 +6%
LFA
874
LGT Financial Advisors
Texas
$223K – – –
HA
875
Hofer & Associates
California
$223K – – –
33 34
35
36 37