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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
Wealth Architects
California
$875K – – –
RFC
302
Regions Financial Corp
Alabama
$873K -$199K -6,438 -19%
NA
303
NewEdge Advisors
Louisiana
$864K -$4.21M -136,564 -83%
AFG
304
Atomi Financial Group
New York
$862K +$58K +1,882 +7%
JWCA
305
J.W. Cole Advisors
Florida
$839K -$1.45K -47 -0.2%
SLI
306
Sumitomo Life Insurance
Japan
$837K -$32K -1,037 -4%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$837K -$32K -1,037 -4%
CT
308
Coastline Trust
Rhode Island
$834K -$47.4K -1,538 -5%
PA
309
PFG Advisors
Arizona
$820K +$92.3K +2,994 +13%
AIC
310
Archer Investment Corporation
Indiana
$801K – – –
ECM
311
Evergreen Capital Management
Washington
$799K +$6.69K +217 +0.9%
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$796K -$48.4K -1,569 -6%
SA
313
Sanctuary Advisors
Indiana
$735K -$229K -7,438 -24%
MA
314
Montag & Associates
Georgia
$734K – – –
TPCW
315
TD Private Client Wealth
New York
$732K -$45.6K -1,478 -6%
LWAM
316
Legacy Wealth Asset Management
Minnesota
$715K +$2.96K +96 +0.4%
MWPCG
317
Measured Wealth Private Client Group
New Hampshire
$707K -$928K -30,110 -57%
HNB
318
Hilltop National Bank
Wyoming
$706K – – –
WS
319
Wedbush Securities
California
$700K +$1.97K +64 +0.3%
BBHC
320
Brown Brothers Harriman & Co
New York
$695K +$62.5K +2,026 +10%
AWM
321
Apollon Wealth Management
South Carolina
$685K +$90K +2,918 +15%
CP
322
CenterBook Partners
Connecticut
$666K -$325K -10,542 -33%
HNB
323
Huntington National Bank
Ohio
$665K -$143K -4,651 -18%
PAS
324
Point72 Asia (Singapore)
Singapore
$657K +$651K +21,100 New
SAI
325
Savvy Advisors Inc
New York
$647K +$22.2K +719 +4%
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13
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