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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Cresset Asset Management
Illinois
$128K +$47.1K +2,897 +62%
CFGS
302
Concourse Financial Group Securities
Alabama
$120K -$4.94K -304 -4%
GWM
303
Geneos Wealth Management
Colorado
$113K -$18.1K -1,111 -14%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$95K +$41.1K +2,527 +110%
IA
305
IFP Advisors
Florida
$93K -$89.7K -5,517 -50%
RWA
306
Ropes Wealth Advisors
Massachusetts
$93K – – –
FIB
307
First Interstate Bank
Montana
$84K – – –
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$72K +$50.1K +3,079 +260%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$71K -$16.3K -1,002 -19%
WTB
310
Washington Trust Bank
Washington
$70K -$4.52K -278 -6%
MA
311
MCF Advisors
Kentucky
$68K – – –
KFS
312
Kelly Financial Services
Massachusetts
$67.5K +$64.9K +3,991 New
AIM
313
Anchor Investment Management
South Carolina
$66.6K – – –
PFBT
314
Parkside Financial Bank & Trust
Missouri
$64K – – –
AA
315
Advisory Alpha
Michigan
$61.1K +$55.1K +3,388 New
ST
316
Somerset Trust
Pennsylvania
$57K – – –
PFSC
317
Peoples Financial Services Corp
Pennsylvania
$56K – – –
IWP
318
Icon Wealth Partners
Texas
$56K +$53.5K +3,292 New
APA
319
American Portfolios Advisors
New York
$55.5K +$6.33K +389 +13%
IDBONY
320
Israel Discount Bank of New York
New York
$52K – – –
LA
321
Legacy Advisors
Pennsylvania
$52K +$50.2K +3,086 New
SFSIG
322
San Francisco Sentry Investment Group
California
$51K -$29.5K -1,813 -38%
SIC
323
Salem Investment Counselors
North Carolina
$51K +$46.8K +2,875 New
UBS AM
324
UBS AM
Illinois
$50.4K -$764 -47 -2%
CCM
325
Cribstone Capital Management
Maine
$50K – – –