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HTD

John Hancock Tax-Advantaged Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$245K
SCA
52
SMH Capital Advisors
Texas
$240K -$2.77K -135 -1%
CI
53
Conning Inc
Connecticut
$230K
PIA
54
Powell Investment Advisors
Florida
$217K +$205 +10 +0.1%
HWM
55
HB Wealth Management
Georgia
$209K +$210K +10,262 New
GWSG
56
GPS Wealth Strategies Group
Colorado
$161K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$126K
BWP
58
Baldwin Wealth Partners
Massachusetts
$114K
CAL
59
Capital Advisors Ltd
Ohio
$114K
VWM
60
Venturi Wealth Management
Texas
$109K
GWM
61
Geneos Wealth Management
Colorado
$91.8K +$82K +4,000 +800%
WAM
62
Wolverine Asset Management
Illinois
$85.1K +$85.6K +4,172 New
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.2K
DJSG
64
D.J. St. Germain
Massachusetts
$51.9K +$52.1K +2,542 New
JFA
65
JNBA Financial Advisors
Minnesota
$45.7K +$45.9K +2,240 New
PTC
66
Private Trust Company
Ohio
$40.8K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$36.9K +$37.1K +1,809 New
CFFP
68
Center for Financial Planning
Michigan
$32.5K +$32.7K +1,593 New
TSWM
69
Tyler-Stone Wealth Management
Ohio
$31K +$31.1K +1,516 New
OC
70
Oakworth Capital
Alabama
$30.6K +$30.8K +1,500 New
AF
71
Allworth Financial
California
$27.7K
GRP
72
Global Retirement Partners
California
$27.4K -$7.14K -348 -21%
NSIM
73
North Star Investment Management
Illinois
$20.4K
GI
74
Gradient Investments
Minnesota
$20.4K +$20.5K +1,000 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$18.1K