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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
601
Warburton Capital Management
Oklahoma
$201K +$193K +4,980 New
DJSG
602
D.J. St. Germain
Massachusetts
$200K – – –
MWPCG
603
Measured Wealth Private Client Group
New Hampshire
$196K -$106K -2,731 -36%
IA
604
IFG Advisory
Georgia
$195K +$89.7K +2,319 +93%
FHC
605
First Horizon Corporation
Tennessee
$194K +$8.98K +232 +5%
CH
606
Cromwell Holdings
Wyoming
$193K – – –
TF
607
Tompkins Financial
New York
$187K – – –
HI
608
Harbour Investments
Wisconsin
$185K -$13.2K -341 -7%
CIAM
609
Caitong International Asset Management
Hong Kong
$182K +$173K +4,464 +13,129%
CM
610
Capula Management
Cayman Islands
$176K -$299K -7,722 -64%
HPC
611
HM Payson & Co
Maine
$175K – – –
VC
612
Vestor Capital
Illinois
$162K +$108K +2,783 +211%
GWM
613
Geneos Wealth Management
Colorado
$162K +$96K +2,482 +164%
PWAM
614
Private Wealth Asset Management
Iowa
$147K +$46.5K +1,203 +50%
S
615
Sachetta
Massachusetts
$141K +$735 +19 +0.6%
AF
616
Advisornet Financial
Minnesota
$139K +$12K +311 +10%
CTA
617
Colonial Trust Advisors
South Carolina
$125K – – –
SC
618
SouthState Corp
Florida
$123K +$118K +3,045 New
AW
619
Avion Wealth
Texas
$123K +$118K +3,059 New
SWM
620
SHP Wealth Management
Massachusetts
$115K +$3.87K +100 +4%
CAL
621
Capital Analysts LLC
Pennsylvania
$115K +$658 +17 +0.6%
CFB
622
Cullen/Frost Bankers
Texas
$114K – – –
CFD
623
Creative Financial Designs
Indiana
$111K +$18.2K +471 +21%
FP
624
Financial Perspectives
Minnesota
$111K +$37.2K +962 +54%
SIC
625
Salem Investment Counselors
North Carolina
$110K – – –
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