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Scotiabank

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Silverlake Wealth Management
Vermont
$437K +$288 +6 +0.1%
PS
252
Principal Securities
Iowa
$435K +$402K +8,392 +49,365%
CA
253
Cetera Advisors
Colorado
$435K +$402K +8,392 New
GIBU
254
Gulf International Bank (UK)
United Kingdom
$411K +$30.4K +634 +9%
BCM
255
Barometer Capital Management
Ontario, Canada
$398K – – –
BSC
256
Brown Shipley & Co
United Kingdom
$393K +$374K +7,810 New
RI
257
Ridgewood Investments
New Jersey
$384K – – –
MFG
258
Merit Financial Group
Georgia
$380K -$140K -2,925 -26%
CAM
259
Cresset Asset Management
Illinois
$379K +$127K +2,640 +56%
Man Group
260
Man Group
United Kingdom
$367K +$340K +7,096 New
DAS
261
Dynamic Advisor Solutions
Arizona
$365K +$32.9K +687 +11%
CIA
262
Cohen Investment Advisors
New Hampshire
$349K -$11.6K -242 -3%
FTDI
263
First Trust Direct Indexing
Massachusetts
$347K +$19.9K +415 +7%
KPWS
264
Kestra Private Wealth Services
Texas
$346K +$321K +6,687 New
HTHT
265
Hemenway Trust Hemenway Trust
New Hampshire
$317K -$2.88K -60 -1%
IWC
266
Integrated Wealth Concepts
Massachusetts
$316K +$54.5K +1,137 +23%
Capital World Investors
267
Capital World Investors
California
$315K – – –
RJFSA
268
Raymond James Financial Services Advisors
Florida
$313K -$23.2K -484 -7%
Allspring Global Investments
269
Allspring Global Investments
North Carolina
$312K – – –
JMFC
270
J.M. Forbes & Co
Massachusetts
$311K – – –
PAG
271
Private Advisor Group
New Jersey
$306K +$7.53K +157 +3%
PP
272
PDS Planning
Ohio
$303K +$30.6K +639 +12%
PI
273
PineBridge Investments
New York
$298K – – –
BCI
274
Brinker Capital Investments
Pennsylvania
$295K +$36K +752 +15%
OPS
275
Orion Portfolio Solutions
Nebraska
$295K +$36K +752 +15%