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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
401
Councilmark Asset Management
Tennessee
$272K +$250K +10,886 New
AWM
402
Aprio Wealth Management
Georgia
$271K +$35.5K +1,543 +17%
RCM
403
RNC Capital Management
California
$270K -$1.84K -80 -0.7%
KCM
404
Kathmere Capital Management
Pennsylvania
$270K +$248K +10,789 New
KOCAA
405
Knights of Columbus Asset Advisors
Connecticut
$269K +$247K +10,760 New
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$261K -$230 -10 -0.1%
SMA
407
Seven Mile Advisory
New Jersey
$258K +$3.35K +146 +1%
ACA
408
Aptus Capital Advisors
Alabama
$258K +$237K +10,318 New
CIA
409
Concurrent Investment Advisors
Florida
$253K +$233K +10,144 New
PP
410
PDS Planning
Ohio
$246K +$13.8K +601 +7%
NC
411
Napatree Capital
Rhode Island
$245K – – –
AAS
412
Avantax Advisory Services
Texas
$244K +$224K +9,750 New
TCOTS
413
Trust Company of the South
North Carolina
$243K – – –
UCFA
414
United Capital Financial Advisors
Texas
$243K +$223K +9,711 New
PAA
415
Peregrine Asset Advisers
Oregon
$240K – – –
CFGS
416
Concourse Financial Group Securities
Alabama
$239K -$2.11K -92 -1%
FFM
417
Forum Financial Management
Illinois
$238K – – –
UB
418
UMB Bank
Missouri
$238K +$109K +4,757 +100%
SAG
419
SageView Advisory Group
California
$238K +$29.6K +1,288 New
HAG
420
HighPoint Advisor Group
Illinois
$237K +$3.15K +137 +2%
SCTC
421
Sanibel Captiva Trust Company
Florida
$235K +$3.58K +156 +2%
WHG
422
Westwood Holdings Group
Texas
$233K – – –
TC
423
Tacita Capital
Ontario, Canada
$233K +$107K +4,658 +100%
ANBT
424
American National Bank & Trust
Texas
$231K – – –
T
425
TOBAM
France
$230K +$89.7K +3,905 +74%
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17
18 19