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Scotiabank
BNS

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
326
Washington Trust
Rhode Island
$50K – – –
BFC
327
Bedel Financial Consulting
Indiana
$50K +$46.4K +800 New
FPS
328
Fieldpoint Private Securities
Connecticut
$49K +$45.6K +786 New
CFA
329
Carroll Financial Associates
North Carolina
$46K – – –
PB
330
Pinnacle Bancorp
Nebraska
$46K – – –
LC
331
Lindbrook Capital
California
$46K +$927 +16 +2%
HPC
332
HM Payson & Co
Maine
$44K -$5.8K -100 -13%
JGIA
333
Jackson Grant Investment Advisers
Connecticut
$44K +$40.6K +700 New
PGAM
334
Princeton Global Asset Management
New Jersey
$41K -$31.9K -550 -46%
SWM
335
Spire Wealth Management
Virginia
$41K +$37.7K +650 New
ADL
336
Asset Dedication LLC
California
$41K +$38.3K +661 New
CT
337
Caldwell Trust
Florida
$40.2K – – –
COCM
338
Charter Oak Capital Management
New Hampshire
$39K +$11.1K +192 +44%
LJHT
339
Laurie J. Hall Trustee
$38K – – –
SPIA
340
Steward Partners Investment Advisory
New York
$36.7K -$27K -466 -44%
LD
341
Lipe & Dalton
New York
$36K – – –
ZB
342
Zions Bancorporation
Utah
$36K – – –
SNT
343
Security National Trust
West Virginia
$34K – – –
BFEC
344
Benjamin F. Edwards & Company
Missouri
$33K – – –
CA
345
Clearstead Advisors
Ohio
$31K -$10.1K -175 -26%
NSIM
346
North Star Investment Management
Illinois
$31K – – –
NFG
347
Next Financial Group
Texas
$28K – – –
ACM
348
Allred Capital Management
Texas
$25K +$23.2K +400 New
CTC
349
Central Trust Company
Missouri
$25K – – –
DMK
350
David M. Knott
$25K – – –
12 13
14
15 16