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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
376
JCIC Asset Management
Ontario, Canada
$104K – – –
BWM
377
Baystate Wealth Management
Massachusetts
$102K +$17.8K +938 +20%
NECFA
378
New England Capital Financial Advisors
Connecticut
$101K +$19 +1 +0%
PA
379
Parallel Advisors
California
$98.4K +$9.68K +509 +10%
T
380
TOBAM
France
$97K – – –
TFP
381
Tilia Fiduciary Partners
North Carolina
$95.5K – – –
UB
382
UMB Bank
Missouri
$88.4K +$7.49K +394 +9%
FHA
383
First Horizon Advisors
Tennessee
$79.6K – – –
SIC
384
Salem Investment Counselors
North Carolina
$77.1K +$32.3K +1,700 +68%
GIS
385
Grayhawk Investment Strategies
Alberta, Canada
$76K – – –
WT
386
Washington Trust
Rhode Island
$75K +$3.9K +205 +5%
PFBT
387
Parkside Financial Bank & Trust
Missouri
$73.8K – – –
KFS
388
Kelly Financial Services
Massachusetts
$70K +$152 +8 +0.2%
CTC
389
Central Trust Company
Missouri
$69.7K – – –
GRP
390
Global Retirement Partners
California
$65.4K +$6.01K +316 +10%
BWP
391
Baldwin Wealth Partners
Massachusetts
$63.3K – – –
HCP
392
Hexagon Capital Partners
Arkansas
$57.7K -$114 -6 -0.2%
AAS
393
Ameritas Advisory Services
Nebraska
$57.1K +$57.9K +3,044 New
CTA
394
Colonial Trust Advisors
South Carolina
$56.6K – – –
IGWM
395
ICA Group Wealth Management
Colorado
$56.5K +$95 +5 +0.2%
AIP
396
Ahrens Investment Partners
Louisiana
$55.2K +$57.2K +3,009 New
LC
397
Lindbrook Capital
California
$53.6K -$647 -34 -1%
AF
398
Allworth Financial
California
$51.2K -$647 -34 -1%
BWS
399
Buck Wealth Strategies
Colorado
$50.1K +$51.8K +2,726 New
CAC
400
Core Alternative Capital
Georgia
$47.6K +$6.88K +362 +16%
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16
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