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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
376
Kathmere Capital Management
Pennsylvania
$503K +$6.62K +184 +1%
CCA
377
Checchi Capital Advisers
California
$491K -$13.3K -370 -3%
WB
378
WesBanco Bank
West Virginia
$490K -$1.8K -50 -0.3%
BIM
379
Bridges Investment Management
Nebraska
$489K -$66.4K -1,846 -12%
SCP
380
Sivia Capital Partners
California
$486K +$260K +7,221 +105%
CBU
381
CIBC Bancorp USA
Illinois
$482K +$503K +13,988 New
BHPW
382
Beverly Hills Private Wealth
California
$474K -$24.3K -675 -5%
CA
383
Clearstead Advisors
Ohio
$473K +$178K +4,937 +56%
HIP
384
HUB Investment Partners
Texas
$462K +$11K +305 +2%
BHBT
385
Burke & Herbert Bank & Trust
Virginia
$458K – – –
AF
386
Allworth Financial
California
$456K +$46.7K +1,298 +11%
PFGIA
387
Patriot Financial Group Insurance Agency
Massachusetts
$452K +$234K +6,501 +98%
RCM
388
RNC Capital Management
California
$449K -$1.87K -52 -0.4%
IFG
389
Independent Financial Group
California
$448K +$39.4K +1,094 +9%
AG
390
Ascent Group
Virginia
$442K +$11.7K +324 +3%
EFG
391
Elevated Financial Group
Indiana
$432K +$13.4K +373 +3%
MCM
392
MAI Capital Management
Ohio
$431K +$130K +3,621 +41%
CGA
393
Crescent Grove Advisors
Illinois
$430K +$3.49K +97 +0.8%
BBA
394
Baader Bank Aktiengesellschaft
Germany
$427K -$98.5K -2,737 -18%
VIP
395
Viewpoint Investment Partners
Alberta, Canada
$426K +$439K +12,184 New
YAIA
396
Yanni & Associates Investment Advisors
Pennsylvania
$419K – – –
BWM
397
Baron Wealth Management
Michigan
$418K – – –
WA
398
Wealth Alliance
New York
$417K -$14.9K -413 -3%
CM
399
Capula Management
Cayman Islands
$416K +$435K +12,073 New
CRC
400
Curi RMB Capital
Illinois
$415K +$45.2K +1,256 +12%
14 15
16
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