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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$56.2K +$11.5K +500 +29%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$53.8K +$207 +9 +0.4%
JWM
503
Janiczek Wealth Management
Colorado
$52.2K +$12.8K +558 +36%
ITIM
504
Indiana Trust & Investment Management
Indiana
$51.9K
CFFP
505
Center for Financial Planning
Michigan
$51.8K
CFD
506
Creative Financial Designs
Indiana
$51.8K +$47.7K +2,074 New
MA
507
MCF Advisors
Kentucky
$50K
CA
508
Continuum Advisory
Idaho
$49.8K +$44.4K +1,934 New
FFA
509
Farther Finance Advisors
California
$49.7K +$5.24K +228 +13%
PB
510
Pinnacle Bancorp
Nebraska
$48.8K
CG
511
Cutler Group
California
$48K +$44.3K +1,928 New
LFG
512
Larson Financial Group
Missouri
$48K -$57.1K -2,483 -56%
CTC
513
Central Trust Company
Missouri
$47.7K -$10.6K -462 -19%
CSC
514
Caldwell Sutter Capital
California
$47.3K +$25.5K +1,108 +141%
LB
515
Legacy Bridge
Iowa
$46.5K
FP
516
Financial Perspectives
Minnesota
$44.1K -$50.7K -2,206 -56%
NS
517
NBC Securities
Alabama
$44K
OLVIG
518
Oliver Lagore Vanvalin Investment Group
Michigan
$44K
W
519
WealthCollab
Washington
$43.5K
BAM
520
Bellevue Asset Management
Washington
$42.4K
SAM
521
Smartleaf Asset Management
Massachusetts
$42.2K +$31.9K +1,387 +428%
NCM
522
Northwest Capital Management
Oregon
$41.2K
PP
523
PFS Partners
New Jersey
$41.2K
Kayne Anderson Rudnick Investment Management
524
Kayne Anderson Rudnick Investment Management
California
$40.8K
BC
525
Barrett & Company
Rhode Island
$38.4K