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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
526
GoalVest Advisory
New York
$199K – – –
LI
527
LRI Investments
Florida
$198K – – –
SW
528
SVB Wealth
Massachusetts
$189K -$206K -6,815 -53%
WF
529
Wayfinding Financial
Washington
$187K +$181K +6,005 New
ECM
530
Estabrook Capital Management
New York
$187K – – –
FHA
531
First Horizon Advisors
Tennessee
$175K -$2.69K -89 -2%
NECFA
532
New England Capital Financial Advisors
Connecticut
$172K +$30 +1 +0%
BONH
533
Bank of New Hampshire
New Hampshire
$160K – – –
SAM
534
Smartleaf Asset Management
Massachusetts
$158K -$47.6K -1,575 -23%
RP
535
Rowlandmiller & Partners
Georgia
$158K – – –
AAG
536
Armstrong Advisory Group
Massachusetts
$156K – – –
CH
537
Cromwell Holdings
Wyoming
$149K – – –
PTC
538
Private Trust Company
Ohio
$142K -$5.65K -187 -4%
LFA
539
LGT Financial Advisors
Texas
$141K -$1.72K -57 -1%
HT
540
Headlands Technologies
Illinois
$127K +$123K +4,079 New
FFA
541
Farther Finance Advisors
California
$124K -$3.69K -122 -3%
WSFS
542
Wilmington Savings Fund Society
Delaware
$124K -$242 -8 -0.2%
HPC
543
HM Payson & Co
Maine
$123K +$37.2K +1,232 +46%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$121K +$14.2K +470 +14%
CTC
545
Central Trust Company
Missouri
$118K -$2.15K -71 -2%
IA
546
IFP Advisors
Florida
$110K -$3.02K -100 -3%
CFB
547
Cullen/Frost Bankers
Texas
$108K +$85.3K +2,822 +434%
HCP
548
Hexagon Capital Partners
Arkansas
$108K +$1.48K +49 +1%
SWM
549
Spire Wealth Management
Virginia
$107K +$50.7K +1,678 +95%
AF
550
Advisornet Financial
Minnesota
$103K +$665 +22 +0.7%
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