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BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
Orleans Capital Management
Louisiana
$342K -$7.96K -233 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$337K -$62.8K -1,836 -14%
IFWM
28
Institute for Wealth Management
Colorado
$332K
HighTower Advisors
29
HighTower Advisors
Illinois
$326K +$53.6K +1,568 +17%
Ameriprise
30
Ameriprise
Minnesota
$312K -$19.2K -561 -5%
Invesco
31
Invesco
Georgia
$310K +$347K +10,159 New
WS
32
Wedbush Securities
California
$299K +$14.2K +415 +4%
Mariner
33
Mariner
Kansas
$298K +$31.4K +920 +10%
OC
34
Oppenheimer & Co
New York
$273K +$28.3K +827 +10%
LMKC
35
L.M. Kohn & Company
Ohio
$267K -$8.2K -240 -3%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$262K +$31.9K +932 +12%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$246K +$253K +7,400 +1,109%
JWCA
38
J.W. Cole Advisors
Florida
$243K -$33.8K -989 -11%
CAG
39
Csenge Advisory Group
Florida
$239K -$654K -19,137 -71%
AWE
40
Avidian Wealth Enterprises
Texas
$234K
RWMG
41
Redwood Wealth Management Group
New Jersey
$224K
VWA
42
V Wealth Advisors
Kansas
$220K
WI
43
Wintrust Investments
Illinois
$212K -$10.8K -316 -4%
FAM
44
Formidable Asset Management
Ohio
$199K +$226K +6,610 New
AF
45
Allworth Financial
California
$101K +$1.78K +52 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$54.5K +$20.2K +590 +49%
S
47
SignatureFD
Georgia
$30.5K +$34.2K +1,000 New
SWM
48
Spire Wealth Management
Virginia
$26K +$29.1K +850 New
TIM
49
Thompson Investment Management
Wisconsin
$19.8K +$22.2K +649 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$18K +$2.56K +75 +15%