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Scotiabank
BNS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
401
Crews Bank & Trust
Florida
$16.1K +$16.2K +300 New
CWM
402
Consultiva Wealth Management
Puerto Rico
$14.5K +$14.6K +270 New
JWA
403
JFS Wealth Advisors
Pennsylvania
$13.9K +$1.08K +20 +8%
RIL
404
Rothschild Investment LLC
Illinois
$13.4K – – –
TCOV
405
Trust Company of Vermont
Vermont
$13.4K – – –
HGERS
406
Householder Group Estate & Retirement Specialist
Arizona
$13K – – –
SFGP
407
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.6K +$11.6K +215 New
ADL
408
Asset Dedication LLC
California
$10.7K – – –
FWM
409
FSA Wealth Management
Massachusetts
$10.7K – – –
CT
410
Coastline Trust
Rhode Island
$10.5K – – –
FMP
411
Financial Management Professionals
Texas
$10.4K +$3.83K +71 +58%
GI
412
GAMMA Investing
California
$10.2K +$10.3K +190 New
VCM
413
Versant Capital Management
Arizona
$7.36K +$7.4K +137 New
LD
414
Lipe & Dalton
New York
$7K – – –
BIA
415
Bell Investment Advisors
California
$6.55K – – –
CFO
416
CVA Family Office
Colorado
$6.18K – – –
CPG
417
Cornerstone Planning Group
New Jersey
$5.84K – – –
FP
418
Financial Perspectives
Minnesota
$5.37K – – –
NECFA
419
New England Capital Financial Advisors
Connecticut
$5.37K – – –
PWA
420
Physician Wealth Advisors
Utah
$5.37K +$5.4K +100 New
T
421
Transce3nd
Texas
$5.37K +$5.4K +100 New
BIG
422
Brooklyn Investment Group
New York
$5.1K +$5.13K +95 New
FMTCOCP
423
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
HBW
424
Hazlett, Burt & Watson
West Virginia
$5K – – –
PCM
425
Penserra Capital Management
California
$5K – – –
15 16
17
18 19