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Scotiabank

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
326
Fieldpoint Private Securities
Connecticut
$57K +$6.34K +98 +12%
SPIA
327
Steward Partners Investment Advisory
New York
$54K +$16.2K +250 +43%
BFC
328
Bedel Financial Consulting
Indiana
$52K
WT
329
Washington Trust
Rhode Island
$52K
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K +$51.7K +800 New
CFA
331
Carroll Financial Associates
North Carolina
$48K
PB
332
Pinnacle Bancorp
Nebraska
$48K
LC
333
Lindbrook Capital
California
$47K
JGIA
334
Jackson Grant Investment Advisers
Connecticut
$46K
HPC
335
HM Payson & Co
Maine
$45K
ADL
336
Asset Dedication LLC
California
$43K
PGAM
337
Princeton Global Asset Management
New Jersey
$42K
SWM
338
Spire Wealth Management
Virginia
$42K
COCM
339
Charter Oak Capital Management
New Hampshire
$41K
BAM
340
Barrett Asset Management
New York
$41K +$38.8K +600 +2,400%
ACA
341
Atlas Capital Advisors
Wyoming
$39.4K -$25K -387 -39%
LJHT
342
Laurie J. Hall Trustee
$39K
BWP
343
Baldwin Wealth Partners
Massachusetts
$39K +$38.8K +600 New
RDWM
344
Red Door Wealth Management
Tennessee
$39K +$39.3K +608 New
CT
345
Caldwell Trust
Florida
$38.6K -$3.23K -50 -8%
LD
346
Lipe & Dalton
New York
$37K
SNT
347
Security National Trust
West Virginia
$36K
BFEC
348
Benjamin F. Edwards & Company
Missouri
$34K
NSIM
349
North Star Investment Management
Illinois
$33K
NFG
350
Next Financial Group
Texas
$29K