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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
426
HighPoint Advisor Group
Illinois
$246K +$5.08K +203 +2%
EH
427
Equitable Holdings
New York
$245K +$13.6K +545 +6%
GIA
428
Gladstone Institutional Advisory
Florida
$242K +$227K +9,080 New
SIM
429
Stratos Investment Management
Ohio
$241K +$14.7K +587 +7%
TCOTS
430
Trust Company of the South
North Carolina
$240K -$17.3K -691 -7%
DOA
431
D'Orazio & Associates
Virginia
$239K +$225K +8,987 New
EWA
432
EverSource Wealth Advisors
Alabama
$237K +$8.48K +339 +4%
GC
433
Gratus Capital
Georgia
$235K – – –
CWM
434
Cornerstone Wealth Management
Missouri
$234K +$2.88K +115 +1%
PWPS
435
Pinnacle Wealth Planning Services
Ohio
$234K – – –
CAG
436
Csenge Advisory Group
Florida
$228K +$214K +8,571 New
SC
437
Syon Capital
California
$227K +$2.67K +107 +1%
SPC
438
Spirepoint Private Client
Florida
$227K +$213K +8,528 New
HW
439
Hamilton Wealth
California
$227K +$213K +8,516 New
BJL
440
Brighton Jones LLC
Washington
$226K +$5.78K +231 +3%
RP
441
Riverbridge Partners
Minnesota
$222K – – –
OFS
442
OneAscent Financial Services
Alabama
$221K -$500 -20 -0.2%
KMWM
443
Keudell/Morrison Wealth Management
Oregon
$221K – – –
GT
444
Greenleaf Trust
Michigan
$221K +$250 +10 +0.1%
SW
445
Simplicity Wealth
New Jersey
$215K +$202K +8,089 New
MPPW
446
Mitchell & Pahl Private Wealth
Oklahoma
$215K -$150 -6 -0.1%
FPAS
447
Focus Partners Advisor Solutions
Missouri
$214K +$201K +8,041 New
SPC
448
Sigma Planning Corp
Michigan
$214K +$201K +8,030 New
WP
449
Westmount Partners
California
$214K – – –
LAM
450
Lewis Asset Management
California
$213K -$875 -35 -0.4%
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