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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Sanctuary Wealth Management
Idaho
$26.9K +$25.7K +1,507 New
RAM
402
Riggs Asset Management
Pennsylvania
$26.4K – – –
SFFS
403
Stonehage Fleming Financial Services
Jersey
$26.3K – – –
SWM
404
Spire Wealth Management
Virginia
$26K – – –
MWM
405
MinichMacGregor Wealth Management
New York
$25.3K +$24.2K +1,420 New
PPC
406
Park Place Capital
Alabama
$25K +$24.3K +1,426 New
GWS
407
Glassman Wealth Services
Virginia
$24.1K +$3.19K +187 +16%
PTC
408
Private Trust Company
Ohio
$23K – – –
HI
409
Harbour Investments
Wisconsin
$22.2K – – –
SC
410
Sawyer & Company
Massachusetts
$22K – – –
TFS
411
TrustCore Financial Services
Tennessee
$21.4K – – –
FCT
412
First Community Trust
Iowa
$21K – – –
ADL
413
Asset Dedication LLC
California
$20K – – –
ATC
414
Adirondack Trust Company
New York
$19K – – –
BCM
415
Barometer Capital Management
Ontario, Canada
$19K +$18.2K +1,065 New
OC
416
Oakworth Capital
Alabama
$18.9K – – –
BC
417
Barrett & Company
Rhode Island
$17.9K – – –
PA
418
PSI Advisors
Florida
$17.1K +$16.3K +958 New
PMFA
419
Plante Moran Financial Advisors
Michigan
$17K – – –
AA
420
Ancora Advisors
Ohio
$17K -$7.59K -445 -32%
DJSG
421
D.J. St. Germain
Massachusetts
$16.5K +$15.8K +924 New
POIA
422
Pin Oak Investment Advisors
Texas
$16K – – –
Lazard Asset Management
423
Lazard Asset Management
New York
$16K +$15.7K +921 New
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$14K -$4.59K -269 -25%
CT
425
Clearstead Trust
Maine
$14K – – –