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Scotiabank
BNS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$18.2K +$16.8K +247 New
SWM
427
SHP Wealth Management
Massachusetts
$16.1K +$14.9K +219 New
BIA
428
Bell Investment Advisors
California
$16.1K +$6.53K +96 +79%
NL
429
Navalign LLC
California
$15.5K +$14.3K +211 New
HWP
430
Highline Wealth Partners
California
$15K – – –
ADL
431
Asset Dedication LLC
California
$14.7K – – –
B
432
Bayban
Minnesota
$14.7K +$13.6K +200 New
UB
433
UMB Bank
Missouri
$14.7K +$13.6K +200 New
CPG
434
Cornerstone Planning Group
New Jersey
$14.7K +$1.16K +17 +10%
CT
435
Coastline Trust
Rhode Island
$14.4K – – –
GI
436
GAMMA Investing
California
$14K – – –
FMP
437
Financial Management Professionals
Texas
$13.5K – – –
SIC
438
SJS Investment Consulting
Ohio
$12.5K +$11.6K +170 New
NS
439
NBC Securities
Alabama
$12.5K – – –
EWM
440
Evolution Wealth Management
Florida
$11.8K +$10.9K +160 New
EP
441
Essential Partners
California
$10.5K – – –
JWA
442
JFS Wealth Advisors
Pennsylvania
$10.5K – – –
CA
443
Crewe Advisors
Utah
$9.29K – – –
LD
444
Lipe & Dalton
New York
$9K – – –
EF
445
Entrust Financial
Pennsylvania
$8.55K +$7.88K +116 New
FP
446
Financial Perspectives
Minnesota
$7.37K – – –
MWA
447
Medallion Wealth Advisors
Connecticut
$7.37K – – –
NECFA
448
New England Capital Financial Advisors
Connecticut
$7.37K – – –
AW
449
Ankerstar Wealth
Texas
$7.37K +$6.8K +100 New
DT
450
DV Trading
Illinois
$7.37K +$6.8K +100 New
16 17
18
19 20