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BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Toth Financial Advisory
Virginia
$26.6K +$1.24K +35 +5%
TIM
52
Thompson Investment Management
Wisconsin
$22.1K
CFD
53
Creative Financial Designs
Indiana
$20.5K
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$18K
HFS
55
Hantz Financial Services
Michigan
$17K
SWM
56
Spire Wealth Management
Virginia
$15.8K +$1.21K +34 +8%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$8.53K -$33.4K -941 -76%
EB
58
Eastern Bank
Massachusetts
$8.53K
BWL
59
Bogart Wealth LLC
Virginia
$7.88K
T
60
Tidemark
California
$7.67K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$7.03K +$2.02K +57 +38%
AF
62
Advisornet Financial
Minnesota
$6.82K -$14.2K -400 -67%
NWM
63
Navigoe Wealth Management
California
$6K
GWM
64
Geneos Wealth Management
Colorado
$5.63K
HI
65
Harbour Investments
Wisconsin
$4.26K
TFGT
66
TS Financial Group (TSFG)
Illinois
$4K +$4.51K +127 New
IRC
67
Investors Research Corp
Georgia
$3.75K
CA
68
CoreCap Advisors
Michigan
$1.71K
HNB
69
Huntington National Bank
Ohio
$34
AIC
70
Aurora Investment Counsel
Georgia
-$2.63M -73,601 Closed
SFS
71
Shaker Financial Services
Virginia
-$939K -26,308 Closed
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
-$236K -6,618 Closed
MFG
73
Mendota Financial Group
Wisconsin
-$99K -2,774 Closed
IA
74
IFP Advisors
Florida
-$17.8K -500 Closed
Jones Financial Companies
75
Jones Financial Companies
Missouri
-$14.8K -416 Closed