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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
526
McHugh Group
Ohio
$205K +$197K +6,400 New
CFFP
527
Center for Financial Planning
Michigan
$204K +$116K +3,774 +144%
SLG
528
Stanley-Laman Group
Pennsylvania
$204K +$197K +6,390 New
WIA
529
Wealthedge Investment Advisors
New York
$204K +$196K +6,367 New
HA
530
HFG Advisors
Ohio
$203K -$30.1K -978 -13%
V
531
VeraBank
Texas
$203K +$196K +6,362 New
BHWM
532
Bar Harbor Wealth Management
New Hampshire
$203K +$195K +6,340 New
KP
533
Keel Point
Alabama
$200K +$193K +6,272 New
BAM
534
Belpointe Asset Management
Nevada
$200K +$193K +6,264 New
PTC
535
Private Trust Company
Ohio
$199K +$51.8K +1,681 +37%
GAM
536
Generali Asset Management
Italy
$194K -$1.05M -33,995 -88%
ECM
537
Estabrook Capital Management
New York
$192K – – –
HI
538
Hendershot Investments
Virginia
$190K -$46.2K -1,500 -20%
NECFA
539
New England Capital Financial Advisors
Connecticut
$190K +$12.7K +411 +7%
GWM
540
Gitterman Wealth Management
New Jersey
$185K +$178K +5,793 New
SAM
541
Smartleaf Asset Management
Massachusetts
$172K +$7.39K +240 +5%
FHA
542
First Horizon Advisors
Tennessee
$170K -$9.86K -320 -6%
BONH
543
Bank of New Hampshire
New Hampshire
$164K – – –
AAG
544
Armstrong Advisory Group
Massachusetts
$162K – – –
RP
545
Rowlandmiller & Partners
Georgia
$162K – – –
CH
546
Cromwell Holdings
Wyoming
$152K – – –
VCM
547
Versant Capital Management
Arizona
$150K -$113K -3,681 -44%
LFA
548
LGT Financial Advisors
Texas
$143K -$1.29K -42 -0.9%
WSFS
549
Wilmington Savings Fund Society
Delaware
$127K -$832 -27 -0.7%
HPC
550
HM Payson & Co
Maine
$126K +$647 +21 +0.5%
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