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Scotiabank
BNS

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
376
Householder Group Estate & Retirement Specialist
Arizona
$13K – – –
JWA
377
JFS Wealth Advisors
Pennsylvania
$13K – – –
AWM
378
Avior Wealth Management
Nebraska
$11.6K -$1.11K -23 -10%
ADL
379
Asset Dedication LLC
California
$10.9K – – –
ABWM
380
Alpine Bank Wealth Management
Colorado
$10.9K +$9.7K +200 New
FWM
381
FSA Wealth Management
Massachusetts
$10.9K +$9.7K +200 New
CT
382
Coastline Trust
Rhode Island
$10.6K +$9.46K +195 New
NS
383
NBC Securities
Alabama
$9K – – –
AA
384
AlphaMark Advisors
Kentucky
$8K – – –
GBT
385
Grove Bank & Trust
Florida
$7.63K +$6.79K +140 New
FMP
386
Financial Management Professionals
Texas
$7K +$2.76K +57 +86%
LD
387
Lipe & Dalton
New York
$7K +$6.06K +125 New
IA
388
IFP Advisors
Florida
$6.65K +$4.17K +86 +239%
BIA
389
Bell Investment Advisors
California
$6.65K – – –
CFO
390
CVA Family Office
Colorado
$6.27K – – –
CPG
391
Cornerstone Planning Group
New Jersey
$5.85K +$2.13K +44 +65%
FP
392
Financial Perspectives
Minnesota
$5.45K – – –
NECFA
393
New England Capital Financial Advisors
Connecticut
$5.45K – – –
HBW
394
Hazlett, Burt & Watson
West Virginia
$5K -$14.6K -300 -75%
FMTCOCP
395
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
PCM
396
Penserra Capital Management
California
$5K +$291 +6 +6%
MIA
397
MeadowBrook Investment Advisors
Michigan
$4.9K – – –
CAS
398
Coppell Advisory Solutions
Texas
$4.84K – – –
TWD
399
True Wealth Design
Ohio
$4.3K -$825K -17,020 -100%
HWP
400
Highline Wealth Partners
California
$4.2K +$2.76K +57 +285%
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16
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