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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$367K +$3.94K +116 +1%
DOA
452
D'Orazio & Associates
Virginia
$357K – – –
FWP
453
Fiduciary Wealth Partners
Massachusetts
$357K – – –
ANBT
454
American National Bank & Trust
Texas
$342K – – –
PHS
455
Pekin Hardy Strauss
Illinois
$342K -$8.48K -250 -3%
PAA
456
Peregrine Asset Advisers
Oregon
$339K – – –
WHG
457
Westwood Holdings Group
Texas
$339K – – –
FRA
458
Frank Rimerman Advisors
California
$337K +$316K +9,296 New
GFM
459
GF Fund Management
China
$337K – – –
SSCA
460
South Shore Capital Advisors
Massachusetts
$334K +$313K +9,208 New
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$333K -$11.1K -327 -3%
GRP
462
Global Retirement Partners
California
$327K +$14.9K +440 +5%
GIA
463
Gladstone Institutional Advisory
Florida
$325K -$16K -470 -5%
WAU
464
Wellington-Altus USA
Manitoba, Canada
$323K +$280K +8,250 New
MCM
465
MAI Capital Management
Ohio
$323K +$35.8K +1,056 +13%
CA
466
Clearstead Advisors
Ohio
$319K +$202K +5,953 +209%
PCS
467
Personal CFO Solutions
New Jersey
$318K +$1.8K +53 +0.6%
TCOTS
468
Trust Company of the South
North Carolina
$318K +$14.7K +434 +5%
SCTC
469
Sanibel Captiva Trust Company
Florida
$318K – – –
MGWM
470
Marks Group Wealth Management
Minnesota
$317K -$7.67K -226 -3%
BTI
471
Blue Trust Inc
Georgia
$317K -$103K -3,048 -26%
HTC
472
Haverford Trust Company
Pennsylvania
$316K +$295K +8,703 New
SMA
473
Seven Mile Advisory
New Jersey
$312K -$55K -1,621 -16%
BA
474
Bridgewater Advisors
New York
$311K +$6.72K +198 +2%
FCP
475
Fidelis Capital Partners
Florida
$306K +$20.6K +606 +8%
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