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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
526
Southland Equity Partners
Missouri
$245K +$1.05K +31 +0.5%
GIM
527
Goelzer Investment Management
Indiana
$245K
CS
528
Cannell & Spears
New York
$244K +$228K +6,731 New
PMFA
529
Plante Moran Financial Advisors
Michigan
$242K
PFGIA
530
Patriot Financial Group Insurance Agency
Massachusetts
$241K -$11.8K -347 -5%
RPGK
531
Retirement Planning Group (Kansas)
Kansas
$241K +$225K +6,631 New
HHGC
532
Hunting Hill Global Capital
New York
$240K
I2I
533
Insight 2811 Inc
Illinois
$237K +$222K +6,526 New
VCA
534
Verdence Capital Advisors
Maryland
$236K
GA
535
GoalVest Advisory
New York
$232K
MG
536
McHugh Group
Ohio
$232K +$217K +6,400 New
PFA
537
Pure Financial Advisors
California
$232K +$217K +6,390 New
WIA
538
Wealthedge Investment Advisors
New York
$231K +$216K +6,367 New
HA
539
HFG Advisors
Ohio
$231K +$216K +6,367 New
BHWM
540
Bar Harbor Wealth Management
New Hampshire
$230K +$215K +6,340 New
SFS
541
Sowell Financial Services
Arkansas
$227K +$213K +6,270 New
BAM
542
Belpointe Asset Management
Nevada
$227K +$213K +6,264 New
SRL
543
Scientech Research LLC
New Jersey
$227K +$212K +6,258 New
PMG
544
Private Management Group
California
$226K -$14.8K -435 -7%
FHA
545
Flagship Harbor Advisors
Massachusetts
$226K -$356K -10,482 -63%
BWA
546
Basecamp Wealth Advisors
Washington
$225K +$210K +6,195 New
Susquehanna International Group
547
Susquehanna International Group
Pennsylvania
$224K +$210K +6,175 New
GVAG
548
Great Valley Advisor Group
Delaware
$223K +$208K +6,136 New
MCWA
549
Meadow Creek Wealth Advisors
Georgia
$220K +$206K +6,060 New
NRS
550
Neville Rodie & Shaw
New York
$219K +$205K +6,036 New