We are live on ! Find out more
BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$478K
ASFA
27
All Season Financial Advisors
Colorado
$380K -$24K -863 -6%
PAG
28
Private Advisor Group
New Jersey
$363K +$64.4K +2,316 +22%
LMKC
29
L.M. Kohn & Company
Ohio
$344K -$973 -35 -0.3%
Ameriprise
30
Ameriprise
Minnesota
$342K +$47.4K +1,706 +16%
WI
31
Wintrust Investments
Illinois
$341K +$27.8K +998 +9%
DADC
32
D.A. Davidson & Co
Montana
$325K -$67.7K -2,434 -17%
SI
33
Stephens Inc
Arkansas
$323K +$78.5K +2,824 +32%
FAM
34
Formidable Asset Management
Ohio
$314K +$30.6K +1,100 +11%
IFWM
35
Institute for Wealth Management
Colorado
$303K
AWE
36
Avidian Wealth Enterprises
Texas
$293K
AWS
37
Atria Wealth Solutions
New York
$291K +$30.6K +1,101 +12%
RWMG
38
Redwood Wealth Management Group
New Jersey
$247K +$41.7K +1,500 +20%
JWCA
39
J.W. Cole Advisors
Florida
$247K +$3.17K +114 +1%
WS
40
Wedbush Securities
California
$245K +$19.5K +700 +9%
Invesco
41
Invesco
Georgia
$235K +$233K +8,397 New
AHL
42
Abel Hall LLC
Louisiana
$224K
Creative Planning
43
Creative Planning
Kansas
$214K +$212K +7,634 New
SPIA
44
Steward Partners Investment Advisory
New York
$154K -$16.2K -582 -10%
Comerica Bank
45
Comerica Bank
Texas
$144K +$8.34K +300 +6%
MFG
46
Mendota Financial Group
Wisconsin
$126K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$113K
AF
48
Allworth Financial
California
$107K +$83 +3 +0.1%
EWA
49
EverSource Wealth Advisors
Alabama
$81.8K +$69.5K +2,500 New
IAIM
50
International Assets Investment Management
Florida
$51.1K +$50.7K +1,825 New