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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$677K +$43K +2,263 +7%
DADC
227
D.A. Davidson & Co
Montana
$670K -$345K -18,166 -33%
SRSA
228
S.R. Schill & Associates
Washington
$663K – – –
AWM
229
AE Wealth Management
Kansas
$658K -$185K -9,722 -21%
BF
230
BOK Financial
Oklahoma
$646K -$171K -9,012 -20%
BCI
231
Brinker Capital Investments
Pennsylvania
$646K -$2.45K -129 -0.4%
OPS
232
Orion Portfolio Solutions
Nebraska
$646K +$669K +35,163 New
CI
233
Cigna Investments
Connecticut
$633K -$39.2K -2,063 -6%
DCM
234
DGS Capital Management
New Jersey
$624K +$61.7K +3,243 +11%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$612K -$15.5K -817 -2%
HI
236
Horizon Investments
North Carolina
$612K – – –
WA
237
Wealth Alliance
New York
$596K -$95.3K -5,012 -13%
YCM
238
Yousif Capital Management
Michigan
$591K – – –
AP
239
Americana Partners
Texas
$571K +$38K +2,000 +7%
PL
240
Perpetual Ltd
Australia
$566K +$586K +30,822 New
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$560K +$12.3K +649 +2%
BTWM
242
Baker Tilly Wealth Management
Wisconsin
$557K -$1.56K -82 -0.3%
API
243
Advisor Partners II
California
$557K +$57.4K +3,017 +11%
FTDI
244
First Trust Direct Indexing
Massachusetts
$554K +$43K +2,259 +8%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$545K – – –
LNWWM
246
Laird Norton Wetherby Wealth Management
California
$544K +$2.02K +106 +0.4%
ARG
247
Advisory Resource Group
Oklahoma
$542K -$38.5K -2,023 -6%
EHAM
248
Eagle Harbor Asset Management
Washington
$537K +$7.8K +410 +1%
MGWM
249
Marks Group Wealth Management
Minnesota
$534K -$913 -48 -0.2%
VT
250
Vise Technologies
New York
$530K +$62.1K +3,266 +13%