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Scotiabank

Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
226
Polar Asset Management Partners
Ontario, Canada
$503K – – –
RA
227
Ruggaard & Associates
Ohio
$503K +$512K +9,980 New
Vontobel Holding
228
Vontobel Holding
Switzerland
$497K +$26.3K +513 +5%
Vanguard Personalized Indexing Management
229
Vanguard Personalized Indexing Management
California
$494K -$21.2K -414 -4%
WEG
230
World Equity Group
Illinois
$491K +$283K +5,524 New
Envestnet Asset Management
231
Envestnet Asset Management
Illinois
$490K +$96.5K +1,880 +24%
FNT
232
First National Trust
Pennsylvania
$481K +$10.3K +200 +2%
MOS
233
MGO One Seven
Ohio
$471K +$480K +9,348 New
Pacer Advisors
234
Pacer Advisors
Pennsylvania
$464K +$14.2K +277 +3%
FTDI
235
First Trust Direct Indexing
Massachusetts
$461K -$7.29K -142 -2%
William Blair & Company
236
William Blair & Company
Illinois
$453K +$42.4K +827 +10%
SFA
237
Sequoia Financial Advisors
Ohio
$447K +$47.8K +932 +12%
SM
238
Sciencast Management
New Jersey
$435K +$457K +8,903 New
T
239
TRUADVICE
Florida
$431K +$443K +8,630 New
SWM
240
Silverlake Wealth Management
Vermont
$423K -$46.6K -908 -10%
JGUA
241
John G. Ullman & Associates
New York
$398K – – –
ECM
242
Evergreen Capital Management
Washington
$388K +$22.3K +434 +6%
PP
243
Prudential plc
United Kingdom
$387K +$171K +3,339 +77%
MMPW
244
Mitchell McLeod Pugh & Williams
Alabama
$385K – – –
RI
245
Ridgewood Investments
New Jersey
$377K -$8.46K -165 -2%
CIA
246
Cohen Investment Advisors
New Hampshire
$376K +$20.3K +396 +6%
RJFSA
247
Raymond James Financial Services Advisors
Florida
$373K -$873K -17,014 -70%
RWM
248
Ritholtz Wealth Management
New York
$367K -$107K -2,089 -22%
1IA
249
1620 Investment Advisors
Massachusetts
$361K +$6.11K +119 +2%
PFS
250
Prospera Financial Services
Texas
$354K +$108K +2,108 +43%