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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
426
Old North State Trust
North Carolina
$312K +$308K +10,000 New
EWA
427
EverSource Wealth Advisors
Alabama
$311K +$3.18K +103 +1%
HP
428
Haven Private
Florida
$310K +$11.9K +387 +4%
JSA
429
Jacobson & Schmitt Advisors
Wisconsin
$307K +$304K +9,870 New
DOA
430
D'Orazio & Associates
Virginia
$307K -$2.37K -77 -0.8%
FWP
431
Fiduciary Wealth Partners
Massachusetts
$306K +$303K +9,828 New
LAM
432
Lewis Asset Management
California
$304K +$4.38K +142 +1%
PHS
433
Pekin Hardy Strauss
Illinois
$301K -$23.1K -750 -7%
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$296K – – –
JFGIW
435
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K -$12.3K -400 -4%
DTL
436
Dynamic Technology Lab
Singapore
$295K -$104K -3,376 -26%
GIA
437
Gladstone Institutional Advisory
Florida
$294K +$62 +2 +0%
ANBT
438
American National Bank & Trust
Texas
$294K +$5.15K +167 +2%
UCFA
439
United Capital Financial Advisors
Texas
$294K +$2.87K +93 +1%
PFPT
440
Pinnacle Financial Partners (Tennessee)
Tennessee
$293K +$290K +9,402 New
PAA
441
Peregrine Asset Advisers
Oregon
$291K – – –
WHG
442
Westwood Holdings Group
Texas
$291K – – –
BJL
443
Brighton Jones LLC
Washington
$291K +$2.31K +75 +0.8%
GFM
444
GF Fund Management
China
$289K -$15.8K -512 -5%
BHBT
445
Burke & Herbert Bank & Trust
Virginia
$288K -$12.3K -400 -4%
FFA
446
Farther Finance Advisors
California
$286K +$30.1K +975 +12%
SPC
447
Spirepoint Private Client
Florida
$284K +$50.3K +1,631 +22%
MGWM
448
Marks Group Wealth Management
Minnesota
$280K -$126K -4,074 -31%
SWM
449
Selective Wealth Management
Virginia
$278K – – –
BPA
450
Beacon Pointe Advisors
California
$277K +$27.9K +906 +11%
16 17
18
19 20