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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
451
GF Fund Management
China
$320K – – –
EI
452
Ethic Inc
New York
$318K +$75.6K +2,100 +29%
S
453
SimplyRich
California
$315K +$330K +9,158 New
VCM
454
Versant Capital Management
Arizona
$313K +$127K +3,526 +63%
ACA
455
Atlas Capital Advisors
Wyoming
$312K -$241K -6,686 -42%
PCS
456
Personal CFO Solutions
New Jersey
$308K +$6.05K +168 +2%
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$307K -$9K -250 -3%
BFS
458
Bradley Foster & Sargent
Connecticut
$305K -$75.6K -2,101 -19%
FLPIM
459
F.L. Putnam Investment Management
Massachusetts
$304K +$21.8K +607 +7%
TCOTS
460
Trust Company of the South
North Carolina
$302K – – –
SCTC
461
Sanibel Captiva Trust Company
Florida
$301K – – –
MM
462
MQS Management
New York
$301K +$314K +8,733 New
HTC
463
Haverford Trust Company
Pennsylvania
$300K – – –
MGWM
464
Marks Group Wealth Management
Minnesota
$298K -$3.67K -102 -1%
SMA
465
Seven Mile Advisory
New Jersey
$298K +$1.66K +46 +0.5%
CBTWT
466
Community Bank & Trust (Waco, Texas)
Texas
$294K +$307K +8,529 New
AWA
467
Arkadios Wealth Advisors
Georgia
$292K +$305K +8,470 New
OIA
468
OneDigital Investment Advisors
Kansas
$290K +$12.2K +339 +4%
RFG
469
REAP Financial Group
Texas
$290K – – –
FA
470
Faithward Advisors
Pennsylvania
$290K -$252 -7 -0.1%
EIP
471
Epoch Investment Partners
New York
$289K +$302K +8,383 New
BTI
472
Blue Trust Inc
Georgia
$289K -$13K -361 -4%
BIG
473
Brooklyn Investment Group
New York
$287K +$300K +8,337 New
VF
474
Virtu Financial
New York
$287K +$300K +8,325 New
OFS
475
OneAscent Financial Services
Alabama
$286K +$29.6K +821 +11%
17 18
19
20 21