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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
401
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
HPC
402
HM Payson & Co
Maine
$4K – – –
OIA
403
Optimum Investment Advisors
Illinois
$4K – – –
SL
404
Savior LLC
Massachusetts
$4K – – –
RIM
405
Rockbridge Investment Management
New York
$4K +$3.63K +288 New
AWA
406
Arkadios Wealth Advisors
Georgia
$3.02K -$101 -8 -4%
LWM
407
Lenox Wealth Management
Ohio
$3K -$2.62K -208 -47%
CFA
408
Carroll Financial Associates
North Carolina
$3K -$1.16K -92 -24%
EARNEST Partners
409
EARNEST Partners
Georgia
$3K -$994 -79 -25%
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$3K -$113 -9 -4%
AF
411
Arrow Financial
New York
$3K – – –
HGWM
412
Harvest Group Wealth Management
Massachusetts
$3K – – –
WCG
413
Weaver Consulting Group
California
$3K – – –
HWM
414
HighMark Wealth Management
Minnesota
$3K +$25 +2 +1%
AssetMark Inc
415
AssetMark Inc
California
$2K -$5.45K -433 -75%
BCA
416
Berman Capital Advisors
Georgia
$2K -$1.18K -94 -35%
CTB
417
Country Trust Bank
Illinois
$2K – – –
LS
418
Leelyn Smith
Illinois
$2K – – –
RFA
419
Reilly Financial Advisors
California
$2K – – –
GAM
420
Gemmer Asset Management
California
$1K -$3.36K -267 -78%
KPW
421
Kore Private Wealth
New York
$1K -$13 -1 -0.9%
AWM
422
AllSquare Wealth Management
New York
$1K – – –
PWMG
423
Prestige Wealth Management Group
New Jersey
$1K – – –
TL
424
TrueWealth LLC
Georgia
$1K – – –
ABC
425
Associated Banc-Corp
Wisconsin
$1K +$428 +34 +52%