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BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$295K +$4.12K +191 +2%
CBOR
27
Community Bank of Raymore
Missouri
$270K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$262K -$10.5K -488 -4%
IFWM
29
Institute for Wealth Management
Colorado
$251K
DADC
30
D.A. Davidson & Co
Montana
$245K +$230K +10,675 New
MC
31
Moors & Cabot
Massachusetts
$213K +$200K +9,256 New
WEC
32
Winslow Evans & Crocker
Massachusetts
$207K -$32.3K -1,500 -14%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$123K +$2.61K +121 +2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$85K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$54K
AF
36
Advisornet Financial
Minnesota
$47K +$34.8K +1,613 +378%
EP
37
Eudaimonia Partners
Tennessee
$38K -$22.7K -1,055 -39%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$37K
GWM
39
Geneos Wealth Management
Colorado
$36K +$4.31K +200 +13%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$28K +$7.7K +357 +42%
OC
41
Oakworth Capital
Alabama
$16K
TF
42
TimeScale Financial
Massachusetts
$10K +$561 +26 +6%
TPCW
43
TD Private Client Wealth
New York
$9.89K
CAN
44
Cetera Advisor Networks
California
$7K -$267K -12,400 -98%
WCG
45
Weaver Consulting Group
California
$7K
PAG
46
Private Advisor Group
New Jersey
$6K +$5.91K +274 New
KFS
47
Kelly Financial Services
Massachusetts
$5.97K +$5.61K +260 New
BWL
48
Bogart Wealth LLC
Virginia
$5K
AF
49
Allworth Financial
California
$2K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.73K +80 New