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Scotiabank

Name Holding Trade Value Shares
Change
Change in
Stake
PG
301
Patten Group
Tennessee
$72K – – –
GWM
302
Geneos Wealth Management
Colorado
$70K -$2.86K -49 -4%
PMFA
303
Plante Moran Financial Advisors
Michigan
$68K – – –
LJHT
304
Laurie J. Hall Trustee
$66K – – –
SF
305
Synovus Financial
Georgia
$66K – – –
TPWA
306
TRUE Private Wealth Advisors
Oregon
$60.7K +$59.5K +1,018 New
RWA
307
River Wealth Advisors
Pennsylvania
$55K -$21.3K -365 -28%
WT
308
Whittier Trust
California
$48K – – –
CFA
309
Carroll Financial Associates
North Carolina
$44K – – –
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$42K – – –
HWM
311
Holloway Wealth Management
Florida
$37K – – –
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$36K – – –
CG
313
Cutler Group
California
$35K -$11.7K -200 -25%
RFM
314
Royal Fund Management
Florida
$35K – – –
LIA
315
LS Investment Advisors
Michigan
$32K – – –
AC
316
Avestar Capital
New York
$30K +$23.1K +395 +311%
DAM
317
Delta Asset Management
Tennessee
$29K +$15.5K +265 +123%
BWA
318
Burt Wealth Advisors
Maryland
$28K – – –
WTB
319
Washington Trust Bank
Washington
$27K -$23.4K -400 -47%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$27K -$1.93K -33 -7%
LFA
321
Legacy Financial Advisors
Kentucky
$26K -$119K -2,038 -82%
AF
322
Advisornet Financial
Minnesota
$24K – – –
DMK
323
David M. Knott
$24K – – –
SBL
324
Sargent Bickham Lagudis
Colorado
$24K – – –
WF
325
WealthTrust Fairport
Ohio
$24K +$23.4K +400 New