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HTD

John Hancock Tax-Advantaged Dividend Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
51
Capital CS Group
California
$252K
KWM
52
Kingsview Wealth Management
Oregon
$245K +$3.78K +190 +2%
AAS
53
Avantax Advisory Services
Texas
$231K +$228K +11,453 New
SWM
54
SeaCrest Wealth Management
New York
$231K +$577 +29 +0.3%
CI
55
Conning Inc
Connecticut
$227K
KP
56
Keel Point
Alabama
$214K +$202K +10,150 New
PIA
57
Powell Investment Advisors
Florida
$204K
Truist Financial
58
Truist Financial
North Carolina
$203K +$200K +10,035 New
IFWM
59
Institute for Wealth Management
Colorado
$202K +$199K +9,992 New
GRP
60
Global Retirement Partners
California
$188K +$159K +7,981 +606%
US Bancorp
61
US Bancorp
Minnesota
$152K
SPIA
62
Steward Partners Investment Advisory
New York
$143K +$26.6K +1,337 +23%
GWSG
63
GPS Wealth Strategies Group
Colorado
$118K
GWM
64
Geneos Wealth Management
Colorado
$118K +$14.9K +750 +15%
VWM
65
Venturi Wealth Management
Texas
$108K
SWM
66
Spire Wealth Management
Virginia
$103K -$18.8K -944 -16%
NS
67
NBC Securities
Alabama
$81K
Comerica Bank
68
Comerica Bank
Texas
$66.7K +$7.96K +400 +14%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$60.7K
RWMG
70
Redwood Wealth Management Group
New Jersey
$60.6K +$59.7K +3,000 New
BCMLT
71
Beacon Capital Management LLC (Tennessee)
Tennessee
$58.1K
BWP
72
Baldwin Wealth Partners
Massachusetts
$53.1K -$16.8K -842 -24%
RWA
73
Redmont Wealth Advisors
Illinois
$52.8K -$25.7K -1,289 -33%
PTC
74
Private Trust Company
Ohio
$40.4K
DJSG
75
D.J. St. Germain
Massachusetts
$38.7K