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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
1026
SYSTM Wealth Solutions
Illinois
$146K -$52.9K -914 -27%
CWM
1027
Compass Wealth Management
Connecticut
$144K – – –
MIM
1028
Macroview Investment Management
Maryland
$144K – – –
MIM
1029
Meridiem Investment Management
United Kingdom
$143K – – –
CSB
1030
City State Bank
Iowa
$140K -$2.95K -51 -2%
CB
1031
Chris Bulman
California
$139K +$135K +2,329 New
DJSG
1032
D.J. St. Germain
Massachusetts
$138K – – –
TCM
1033
TD Capital Management
Tennessee
$138K – – –
AA
1034
Alta Advisers
United Kingdom
$138K – – –
DMBA
1035
Deseret Mutual Benefit Administrators
Utah
$136K -$8.1K -140 -6%
TPCW
1036
TD Private Client Wealth
New York
$135K +$8.85K +153 +7%
MCM
1037
MV Capital Management
Maryland
$130K +$20.1K +348 +19%
NBT
1038
Northwest Bank & Trust
Iowa
$128K – – –
RMC
1039
Resources Management Corp
Connecticut
$128K – – –
CH
1040
Cromwell Holdings
Wyoming
$126K +$122K +2,108 New
IFAM
1041
Institutional & Family Asset Management
Colorado
$124K -$3.94K -68 -3%
CT
1042
Colonial Trust
South Carolina
$123K – – –
PCTC
1043
Perkins Coie Trust Company
Washington
$121K – – –
KWAG
1044
Kiely Wealth Advisory Group
North Carolina
$120K – – –
BL
1045
Bleichroeder LP
New York
$120K – – –
GITFIT
1046
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$120K – – –
MFC
1047
Mechanics Financial Corp
Ohio
$120K – – –
LB
1048
Legacy Bridge
Iowa
$118K +$1.74K +30 +2%
GEA
1049
Glen Eagle Advisors
New Jersey
$117K – – –
LFG
1050
Larson Financial Group
Missouri
$116K +$16K +276 +17%
40 41
42
43 44