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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
351
Boothe Investment Group
Delaware
$544K
WFI
352
West Family Investments
California
$543K
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$543K +$16K +528 +3%
SAI
354
Savvy Advisors Inc
New York
$535K +$133K +4,392 +34%
ACA
355
Atlas Capital Advisors
Wyoming
$532K +$4.11K +136 +0.8%
CIC
356
Crawford Investment Counsel
Georgia
$528K
NW
357
NewEdge Wealth
Pennsylvania
$528K +$12.8K +425 +3%
CFO
358
Callan Family Office
Pennsylvania
$515K -$378K -12,514 -43%
SPIA
359
Steward Partners Investment Advisory
New York
$515K -$12.8K -424 -3%
WANY
360
Wealthspire Advisors (New York)
New York
$514K -$20.4K -675 -4%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$513K +$71.2K +2,357 +17%
CSIC
362
Clifford Swan Investment Counsel
California
$511K
MGIA
363
Moneta Group Investment Advisors
Missouri
$509K +$189K +6,269 +62%
CC
364
Callan Capital
California
$504K +$3.56K +118 +0.7%
GWM
365
Geneos Wealth Management
Colorado
$504K +$465K +15,391 +1,989%
BIM
366
Bridges Investment Management
Nebraska
$504K
Fiera Capital (Canada)
367
Fiera Capital (Canada)
Quebec, Canada
$503K -$33.3K -1,101 -6%
CB
368
Commerce Bank
Missouri
$502K
PS
369
Principal Securities
Iowa
$498K
SDWMA
370
Schneider Downs Wealth Management Advisors
Pennsylvania
$496K +$483 +16 +0.1%
NHC
371
Nicholas Hoffman & Company
Georgia
$492K -$1.15K -38 -0.2%
Fayez Sarofim & Co
372
Fayez Sarofim & Co
Texas
$486K
BHPW
373
Beverly Hills Private Wealth
California
$481K -$3.29K -109 -0.7%
Pacer Advisors
374
Pacer Advisors
Pennsylvania
$480K +$13.4K +444 +3%
CCWM
375
Cassaday & Co Wealth Management
Virginia
$473K +$604 +20 +0.1%