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BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$244K +$395K +13,311 New
JMPWA
27
JP Morgan Private Wealth Advisors
California
$233K -$2.34K -79 -0.6%
CAN
28
Cetera Advisor Networks
California
$233K +$377K +12,700 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$219K +$32.5K +1,097 +10%
CBOR
30
Community Bank of Raymore
Missouri
$215K -$148K -5,000 -30%
IFWM
31
Institute for Wealth Management
Colorado
$201K -$5.93K -200 -2%
WEC
32
Winslow Evans & Crocker
Massachusetts
$194K -$8.9K -300 -3%
FAM
33
Formidable Asset Management
Ohio
$191K +$310K +10,450 New
ASN
34
Advisory Services Network
Georgia
$130K +$193K +6,517 +1,108%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$96K +$156K +5,260 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$85K
EP
37
Eudaimonia Partners
Tennessee
$50K +$15.2K +513 +23%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$46K -$800K -26,989 -91%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$29K +$29.7K +1,000 +167%
GWM
40
Geneos Wealth Management
Colorado
$28K +$14.8K +500 +50%
APA
41
American Portfolios Advisors
New York
$22K +$9.64K +325 +37%
NFG
42
Next Financial Group
Texas
$17K +$26.7K +900 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$15K -$9.55K -322 -28%
RFM
44
Royal Fund Management
Florida
$15K
OC
45
Oakworth Capital
Alabama
$13K
GI
46
Gradient Investments
Minnesota
$10K +$16.3K +550 New
WQ
47
Wealth Quarterback
New Jersey
$8.16K +$208 +7 +2%
TF
48
TimeScale Financial
Massachusetts
$8K -$10.2K -343 -43%
AF
49
Advisornet Financial
Minnesota
$8K +$178 +6 +1%
TPCW
50
TD Private Client Wealth
New York
$7.91K