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HTD

John Hancock Tax-Advantaged Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ahrens Investment Partners
Louisiana
$229K -$41.3K -1,794 -14%
PIA
52
Powell Investment Advisors
Florida
$226K +$230 +10 +0.1%
Creative Planning
53
Creative Planning
Kansas
$214K +$231K +10,056 New
SWM
54
Spire Wealth Management
Virginia
$209K +$189K +8,203 +515%
Corient Private Wealth
55
Corient Private Wealth
Florida
$207K +$223K +9,697 New
GWSG
56
GPS Wealth Strategies Group
Colorado
$169K +$182K +7,915 New
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$132K
BWP
58
Baldwin Wealth Partners
Massachusetts
$119K
CAL
59
Capital Advisors Ltd
Ohio
$119K
VWM
60
Venturi Wealth Management
Texas
$114K +$123K +5,328 New
US Bancorp
61
US Bancorp
Minnesota
$92.7K
TWA
62
TCI Wealth Advisors
Arizona
$86.6K
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.8K
RFA
64
Register Financial Advisors
Georgia
$44.3K
PTC
65
Private Trust Company
Ohio
$42.6K -$41.4K -1,800 -47%
AAS
66
Ameritas Advisory Services
Nebraska
$42K +$45.3K +1,969 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$41K +$3.22K +140 +8%
GRP
68
Global Retirement Partners
California
$35K +$24.8K +1,077 +175%
CFB
69
Cullen/Frost Bankers
Texas
$34.7K
AF
70
Allworth Financial
California
$28.9K
NA
71
NewEdge Advisors
Louisiana
$26.5K -$44.1K -1,919 -61%
NSIM
72
North Star Investment Management
Illinois
$21.3K
TRCT
73
Tower Research Capital (TRC)
New York
$21K +$22.8K +993 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$18.9K
GWM
75
Geneos Wealth Management
Colorado
$10.7K -$92K -4,000 -89%