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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
426
Insigneo Advisory Services
Florida
$331K +$19.5K +644 +6%
SMA
427
Seven Mile Advisory
New Jersey
$326K -$4.5K -149 -1%
KWM
428
Kingsview Wealth Management
Oregon
$323K -$42.6K -1,410 -12%
NC
429
Napatree Capital
Rhode Island
$320K +$14K +465 +5%
RCM
430
RNC Capital Management
California
$317K +$6.98K +231 +2%
AFA
431
Arlington Financial Advisors
California
$313K +$304K +10,062 New
MPPLM
432
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$313K -$5.56K -184 -2%
BC
433
Bridgefront Capital
Texas
$313K +$304K +10,057 New
HP
434
Haven Private
Florida
$310K -$8.25K -273 -3%
BHBT
435
Burke & Herbert Bank & Trust
Virginia
$309K -$87.8K -2,905 -23%
DOA
436
D'Orazio & Associates
Virginia
$309K -$1.69K -56 -0.6%
PCS
437
Personal CFO Solutions
New Jersey
$309K +$60 +2 +0%
ONB
438
Old National Bancorp
Indiana
$306K +$24.1K +799 +9%
FWP
439
Fiduciary Wealth Partners
Massachusetts
$306K +$297K +9,828 New
KOCAA
440
Knights of Columbus Asset Advisors
Connecticut
$304K -$14.3K -472 -5%
UCFA
441
United Capital Financial Advisors
Texas
$303K +$1.03K +34 +0.4%
FFM
442
Forum Financial Management
Illinois
$297K – – –
GIA
443
Gladstone Institutional Advisory
Florida
$294K +$11.3K +374 +4%
SC
444
Syon Capital
California
$292K +$36.3K +1,200 +15%
GAM
445
Gotham Asset Management
New York
$292K +$283K +9,371 New
PAA
446
Peregrine Asset Advisers
Oregon
$291K – – –
WHG
447
Westwood Holdings Group
Texas
$291K – – –
ANBT
448
American National Bank & Trust
Texas
$290K +$1.33K +44 +0.5%
MFG
449
Merit Financial Group
Georgia
$288K +$71.2K +2,358 +34%
FAFN
450
First Affirmative Financial Network
Colorado
$288K +$10.5K +346 +4%
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