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BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.8M +$1.27M +28,649 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.3M +$1.67M +37,659 +10%
Wells Fargo
3
Wells Fargo
California
$14.4M +$3.23M +72,612 +25%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.3M -$9.02K -203 -0.1%
Bank of America
5
Bank of America
North Carolina
$7.67M +$149K +3,346 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.29M +$390K +8,766 +6%
RJA
7
Raymond James & Associates
Florida
$5.5M +$502K +11,299 +9%
NSAM
8
North Star Asset Management
Wisconsin
$4.08M -$25.6K -575 -0.6%
LPL Financial
9
LPL Financial
California
$3.42M +$1.89M +42,617 +100%
FC
10
FCA Corp
Texas
$3.41M -$1.65K -37 -0%
SPIA
11
Steward Partners Investment Advisory
New York
$2.49M +$236K +5,319 +9%
Stifel Financial
12
Stifel Financial
Missouri
$2.35M +$22.4K +504 +0.9%
UBS Group
13
UBS Group
Switzerland
$1.22M -$99.3K -2,234 -7%
CAG
14
Csenge Advisory Group
Florida
$1.05M +$694K +15,620 +149%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$947K +$21.9K +492 +2%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$862K -$10.3K -232 -1%
LNC
17
Lincoln National Corp
Pennsylvania
$742K +$821K +18,462 New
Ameriprise
18
Ameriprise
Minnesota
$678K -$184K -4,132 -20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$664K +$281K +6,330 +62%
BRWA
20
B. Riley Wealth Advisors
Florida
$659K -$44.4K -999 -6%
AWS
21
Atria Wealth Solutions
New York
$626K +$692K +15,565 New
Invesco
22
Invesco
Georgia
$554K +$4.98K +112 +0.8%
OCM
23
Orleans Capital Management
Louisiana
$462K -$13.4K -301 -3%
IFWM
24
Institute for Wealth Management
Colorado
$437K
DADC
25
D.A. Davidson & Co
Montana
$437K +$311 +7 +0.1%