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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SL
351
Summitry LLC
California
$496K -$179K -5,803 -27%
SDWMA
352
Schneider Downs Wealth Management Advisors
Pennsylvania
$493K
PGFC
353
Peapack-Gladstone Financial Corp
New Jersey
$493K -$93.4K -3,029 -16%
MGIA
354
Moneta Group Investment Advisors
Missouri
$493K +$3.73K +121 +0.8%
WANY
355
Wealthspire Advisors (New York)
New York
$490K -$24.5K -795 -5%
BIM
356
Bridges Investment Management
Nebraska
$490K -$13.8K -448 -3%
Fayez Sarofim & Co
357
Fayez Sarofim & Co
Texas
$486K
KWM
358
Kingsview Wealth Management
Oregon
$486K -$341K -11,059 -41%
PS
359
Principal Securities
Iowa
$485K -$18.7K -605 -4%
S
360
Sunpointe
Missouri
$480K
SB
361
Strategic Blueprint
Georgia
$480K
CCWM
362
Cassaday & Co Wealth Management
Virginia
$474K +$617 +20 +0.1%
NHC
363
Nicholas Hoffman & Company
Georgia
$474K +$1.17K +38 +0.3%
HFS
364
Heritage Financial Services
Massachusetts
$471K
CIA
365
Concurrent Investment Advisors
Florida
$464K +$48.1K +1,560 +12%
CCA
366
Checchi Capital Advisers
California
$463K -$20.3K -659 -4%
IAN
367
Integrated Advisors Network
Texas
$456K -$9.25K -300 -2%
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
$450K -$168K -5,441 -27%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$449K +$33.2K +1,078 +8%
FWCM
370
Ferguson Wellman Capital Management
Oregon
$449K +$16.7K +541 +4%
BHPW
371
Beverly Hills Private Wealth
California
$444K +$216 +7 +0%
KCM
372
Kathmere Capital Management
Pennsylvania
$441K +$16K +520 +4%
WA
373
Waverly Advisors
Alabama
$435K +$3.76K +122 +0.9%
FPAS
374
Focus Partners Advisor Solutions
Missouri
$430K +$47.2K +1,531 +13%
BLC
375
Brown, Lisle/Cummings
Rhode Island
$428K