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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
XT
526
XTX Topco
Cayman Islands
$226K -$2.12M -58,946 -90%
I2I
527
Insight 2811 Inc
Illinois
$225K – – –
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K -$54K -1,500 -19%
VCA
529
Verdence Capital Advisors
Maryland
$224K +$36 +1 +0%
HHGC
530
Hunting Hill Global Capital
New York
$224K – – –
TCBWMS
531
Texas Capital Bank Wealth Management Services
Texas
$223K +$233K +6,462 New
GVAG
532
Great Valley Advisor Group
Delaware
$221K +$9.61K +267 +4%
MG
533
McHugh Group
Ohio
$220K – – –
WIA
534
Wealthedge Investment Advisors
New York
$219K – – –
HA
535
HFG Advisors
Ohio
$219K – – –
KMWM
536
Keudell/Morrison Wealth Management
Oregon
$218K -$18.4K -510 -7%
BHWM
537
Bar Harbor Wealth Management
New Hampshire
$218K – – –
SFS
538
Sowell Financial Services
Arkansas
$217K +$1.08K +30 +0.5%
GA
539
GoalVest Advisory
New York
$217K -$4.03K -112 -2%
BAM
540
Belpointe Asset Management
Nevada
$216K – – –
FHA
541
Flagship Harbor Advisors
Massachusetts
$215K +$828 +23 +0.4%
PMG
542
Private Management Group
California
$215K – – –
BWA
543
Basecamp Wealth Advisors
Washington
$213K – – –
WWM
544
Western Wealth Management
Colorado
$213K +$11.4K +317 +5%
RPGK
545
Retirement Planning Group (Kansas)
Kansas
$210K -$19.7K -546 -8%
MCWA
546
Meadow Creek Wealth Advisors
Georgia
$209K – – –
NRS
547
Neville Rodie & Shaw
New York
$208K – – –
WF
548
Wayfinding Financial
Washington
$208K – – –
ACA
549
Aptus Capital Advisors
Alabama
$207K +$217K +6,024 New
APA
550
Astoria Portfolio Advisors
New York
$207K +$193K +5,376 New