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BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$356K -$34K -1,258 -9%
ASFA
27
All Season Financial Advisors
Colorado
$334K +$337K +12,462 New
IFWM
28
Institute for Wealth Management
Colorado
$291K
AWE
29
Avidian Wealth Enterprises
Texas
$281K +$75.6K +2,800 +37%
FAM
30
Formidable Asset Management
Ohio
$279K +$103K +3,800 +57%
SPIA
31
Steward Partners Investment Advisory
New York
$276K -$1.63M -60,346 -85%
Invesco
32
Invesco
Georgia
$274K +$1.38K +51 +0.5%
Ameriprise
33
Ameriprise
Minnesota
$263K -$11.6K -428 -4%
SIC
34
Samalin Investment Counsel
New York
$251K +$253K +9,365 New
LMKC
35
L.M. Kohn & Company
Ohio
$248K +$13.3K +492 +6%
HighTower Advisors
36
HighTower Advisors
Illinois
$245K -$42.3K -1,568 -15%
Mariner
37
Mariner
Kansas
$230K -$31.6K -1,169 -12%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$225K -$5.72K -212 -2%
WS
39
Wedbush Securities
California
$216K -$46.7K -1,728 -18%
PAG
40
Private Advisor Group
New Jersey
$208K +$210K +7,759 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$207K -$9.45K -350 -4%
MFG
42
Mendota Financial Group
Wisconsin
$120K +$121K +4,485 New
AF
43
Allworth Financial
California
$90.5K +$1.65K +61 +2%
HCM
44
Highlander Capital Management
New Jersey
$51K +$46.3K +1,713 +916%
SWM
45
Spire Wealth Management
Virginia
$35.1K +$12.4K +458 +54%
S
46
SignatureFD
Georgia
$26.8K
IWP
47
IAG Wealth Partners
Wisconsin
$25.3K +$25.5K +944 New
TIM
48
Thompson Investment Management
Wisconsin
$17.4K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$17.3K -$30.8K -1,140 -64%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$16K