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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Modern Wealth Management
Kansas
$227K +$219K +7,103 New
AIM
502
Anchor Investment Management
South Carolina
$227K – – –
BRWA
503
B. Riley Wealth Advisors
Florida
$227K +$218K +7,091 New
SWM
504
Silverlake Wealth Management
Vermont
$226K +$218K +7,076 New
FIA
505
Foundations Investment Advisors
Arizona
$226K +$14.5K +472 +7%
RP
506
Riverbridge Partners
Minnesota
$224K -$1.26K -41 -0.6%
FGA
507
Fortis Group Advisors
New Jersey
$222K +$202K +6,558 +1,084%
MSF
508
Mustard Seed Financial
Arkansas
$222K – – –
FWM
509
FMA Wealth Management
Massachusetts
$220K – – –
KMWM
510
Keudell/Morrison Wealth Management
Oregon
$219K -$45.1K -1,465 -18%
SOW
511
State of Wyoming
Wyoming
$219K -$971K -31,523 -82%
CMBA
512
C.M. Bidwell & Associates
Hawaii
$218K -$770 -25 -0.4%
LIM
513
Leavell Investment Management
Alabama
$217K – – –
LBC
514
Lowe Brockenbrough & Co
Virginia
$217K – – –
QCM
515
QRG Capital Management
Illinois
$216K +$1.08K +35 +0.5%
GIM
516
Goelzer Investment Management
Indiana
$212K +$204K +6,628 New
SW
517
Simplicity Wealth
New Jersey
$211K +$5.27K +171 +3%
PA
518
Parallel Advisors
California
$211K -$27.1K -878 -12%
HHGC
519
Hunting Hill Global Capital
New York
$211K – – –
IFG
520
Independent Financial Group
California
$211K – – –
VCA
521
Verdence Capital Advisors
Maryland
$208K +$1.63K +53 +0.8%
SEP
522
Southland Equity Partners
Missouri
$206K +$198K +6,434 New
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$205K – – –
EFG
524
Everhart Financial Group
Ohio
$205K +$198K +6,418 New
GA
525
GoalVest Advisory
New York
$205K – – –
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