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BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$420K +$464K +10,441 New
JMPWA
27
JP Morgan Private Wealth Advisors
California
$415K +$2.27K +51 +0.5%
SI
28
Stephens Inc
Arkansas
$407K -$6.58K -148 -1%
AWE
29
Avidian Wealth Enterprises
Texas
$393K -$5.78K -130 -1%
JWCA
30
J.W. Cole Advisors
Florida
$391K +$2.53K +57 +0.6%
WS
31
Wedbush Securities
California
$372K -$81.8K -1,840 -17%
PAG
32
Private Advisor Group
New Jersey
$346K -$28.8K -647 -7%
LMKC
33
L.M. Kohn & Company
Ohio
$334K +$369K +8,305 New
WI
34
Wintrust Investments
Illinois
$332K -$464K -10,433 -56%
OC
35
Oppenheimer & Co
New York
$315K +$11.6K +261 +3%
PG
36
Patten Group
Tennessee
$294K -$133 -3 -0%
HighTower Advisors
37
HighTower Advisors
Illinois
$260K +$288K +6,485 New
Truist Financial
38
Truist Financial
North Carolina
$249K -$171K -3,841 -38%
MC
39
Moors & Cabot
Massachusetts
$241K -$26.7K -601 -9%
Osaic Holdings
40
Osaic Holdings
Arizona
$241K +$22.5K +507 +9%
Creative Planning
41
Creative Planning
Kansas
$233K -$78.5K -1,766 -23%
AF
42
Allworth Financial
California
$136K +$45.8K +1,031 +44%
WAM
43
Wolverine Asset Management
Illinois
$106K +$117K +2,637 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$91K
BFC
45
Bedel Financial Consulting
Indiana
$84K -$622 -14 -0.7%
TWM
46
Tradition Wealth Management
Minnesota
$82K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$67K -$967K -21,755 -93%
HWMA
48
Heritage Wealth Management (Arizona)
Arizona
$60K +$66.7K +1,500 New
APA
49
American Portfolios Advisors
New York
$57K +$133 +3 +0.2%
GWM
50
Geneos Wealth Management
Colorado
$52K +$27.8K +625 +93%