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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$670K -$345K -18,166 -33%
SRSA
227
S.R. Schill & Associates
Washington
$663K
AWM
228
AE Wealth Management
Kansas
$658K -$185K -9,722 -21%
BF
229
BOK Financial
Oklahoma
$646K -$171K -9,012 -20%
BCI
230
Brinker Capital Investments
Pennsylvania
$646K -$2.45K -129 -0.4%
OPS
231
Orion Portfolio Solutions
Nebraska
$646K +$669K +35,163 New
CI
232
Cigna Investments
Connecticut
$633K -$39.2K -2,063 -6%
DCM
233
DGS Capital Management
New Jersey
$624K +$61.7K +3,243 +11%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$612K -$15.5K -817 -2%
HI
235
Horizon Investments
North Carolina
$612K
WA
236
Wealth Alliance
New York
$596K -$95.3K -5,012 -13%
YCM
237
Yousif Capital Management
Michigan
$591K
AP
238
Americana Partners
Texas
$571K +$38K +2,000 +7%
PL
239
Perpetual Ltd
Australia
$566K +$586K +30,822 New
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$560K +$12.3K +649 +2%
BTWM
241
Baker Tilly Wealth Management
Wisconsin
$557K -$1.56K -82 -0.3%
API
242
Advisor Partners II
California
$557K +$57.4K +3,017 +11%
FTDI
243
First Trust Direct Indexing
Massachusetts
$554K +$43K +2,259 +8%
JFGIW
244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$545K
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$544K +$2.02K +106 +0.4%
ARG
246
Advisory Resource Group
Oklahoma
$542K -$38.5K -2,023 -6%
EHAM
247
Eagle Harbor Asset Management
Washington
$537K +$7.8K +410 +1%
MGWM
248
Marks Group Wealth Management
Minnesota
$534K -$913 -48 -0.2%
VT
249
Vise Technologies
New York
$530K +$62.1K +3,266 +13%
SIA
250
Schechter Investment Advisors
Michigan
$519K +$3.73K +196 +0.7%