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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
501
Key Financial Inc
Pennsylvania
$126K – – –
BL
502
BFSG LLC
California
$122K +$430 +16 +0.4%
APC
503
Aspire Private Capital
North Carolina
$121K – – –
WSFS
504
Wilmington Savings Fund Society
Delaware
$119K +$108K +4,011 New
CTC
505
Central Trust Company
Missouri
$112K +$672 +25 +0.7%
WT
506
Washington Trust
Rhode Island
$109K – – –
AA
507
Alta Advisers
United Kingdom
$103K +$93.8K +3,493 New
PFBT
508
Parkside Financial Bank & Trust
Missouri
$101K – – –
IA
509
IFP Advisors
Florida
$99.4K -$36.5K -1,359 -29%
HCP
510
Hexagon Capital Partners
Arkansas
$99.2K -$672 -25 -0.7%
VAMG
511
Voisard Asset Management Group
Michigan
$99.1K -$2.82K -105 -3%
FFA
512
Farther Finance Advisors
California
$98.3K +$25.9K +964 +41%
AF
513
Advisornet Financial
Minnesota
$96.7K +$12.9K +480 +17%
S
514
Sachetta
Massachusetts
$87.9K +$48.5K +1,806 +154%
DJSG
515
D.J. St. Germain
Massachusetts
$81.3K -$7.44K -277 -9%
CAL
516
Capital Analysts LLC
Pennsylvania
$80K +$510 +19 +0.7%
HPC
517
HM Payson & Co
Maine
$79.8K – – –
ABWM
518
Alpine Bank Wealth Management
Colorado
$78.5K +$71.4K +2,657 New
SIC
519
Salem Investment Counselors
North Carolina
$76.3K – – –
CA
520
Clearstead Advisors
Ohio
$76K – – –
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$75.5K +$5.48K +204 +9%
GIA
522
GHP Investment Advisors
Colorado
$70.9K – – –
SL
523
Salomon & Ludwin
Virginia
$69.4K – – –
FFL
524
Financial Freedom LLC
Ohio
$68.5K – – –
BWP
525
Baldwin Wealth Partners
Massachusetts
$67K -$31.8K -1,182 -34%
19 20
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