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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
451
Brighton Jones LLC
Washington
$296K +$246 +8 +0.1%
BHC
452
Bowen Hanes & Co
Florida
$294K – – –
IC
453
IEQ Capital
California
$287K +$277K +8,991 New
ALAM
454
Asahi Life Asset Management
Japan
$287K -$149K -4,840 -35%
PMG
455
Private Management Group
California
$286K +$276K +8,958 New
BAM
456
Blueshift Asset Management
New Jersey
$283K +$273K +8,858 New
GWM
457
Geneos Wealth Management
Colorado
$283K -$225K -7,312 -45%
SCTC
458
Sanibel Captiva Trust Company
Florida
$280K -$8.57K -278 -3%
RPSA
459
Richard P. Slaughter Associates
Texas
$275K -$80.9K -2,624 -23%
WP
460
Westmount Partners
California
$275K – – –
HFM
461
Harvest Fund Management
China
$274K -$797K -25,872 -75%
LCC
462
Lincoln Capital Corp
Rhode Island
$273K – – –
HW
463
Hamilton Wealth
California
$272K – – –
UB
464
UMB Bank
Missouri
$271K +$19.5K +634 +8%
CAG
465
Csenge Advisory Group
Florida
$271K +$308 +10 +0.1%
FA
466
Faithward Advisors
Pennsylvania
$269K -$18.1K -588 -7%
GT
467
Greenleaf Trust
Michigan
$269K +$3.76K +122 +1%
TCOTS
468
Trust Company of the South
North Carolina
$266K -$16.4K -533 -6%
AWM
469
AE Wealth Management
Kansas
$266K +$45.4K +1,472 +22%
RF
470
Rossby Financial
Florida
$264K +$6.96K +226 +3%
SWM
471
Selective Wealth Management
Virginia
$264K -$43.1K -1,400 -14%
OFS
472
OneAscent Financial Services
Alabama
$262K -$7.55K -245 -3%
FFA
473
Farther Finance Advisors
California
$262K +$132K +4,281 +109%
PWPS
474
Pinnacle Wealth Planning Services
Ohio
$259K -$28.8K -934 -10%
RWP
475
RWA Wealth Partners
Massachusetts
$256K +$247K +8,014 New
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