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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IA
601
IFG Advisory
Georgia
$195K +$89.7K +2,319 +93%
FHC
602
First Horizon Corporation
Tennessee
$194K +$8.98K +232 +5%
CH
603
Cromwell Holdings
Wyoming
$193K
TF
604
Tompkins Financial
New York
$187K
HI
605
Harbour Investments
Wisconsin
$185K -$13.2K -341 -7%
CIAM
606
Caitong International Asset Management
Hong Kong
$182K +$173K +4,464 +13,129%
CM
607
Capula Management
Cayman Islands
$176K -$299K -7,722 -64%
HPC
608
HM Payson & Co
Maine
$175K
GWM
609
Geneos Wealth Management
Colorado
$162K +$96K +2,482 +164%
PWAM
610
Private Wealth Asset Management
Iowa
$147K +$46.5K +1,203 +50%
S
611
Sachetta
Massachusetts
$141K +$735 +19 +0.6%
AF
612
Advisornet Financial
Minnesota
$139K +$12K +311 +10%
CTA
613
Colonial Trust Advisors
South Carolina
$125K
SC
614
SouthState Corp
Florida
$123K +$118K +3,045 New
AW
615
Avion Wealth
Texas
$123K +$118K +3,059 New
SWM
616
SHP Wealth Management
Massachusetts
$115K +$3.87K +100 +4%
CAL
617
Capital Analysts LLC
Pennsylvania
$115K +$658 +17 +0.6%
CFB
618
Cullen/Frost Bankers
Texas
$114K
CFD
619
Creative Financial Designs
Indiana
$111K +$18.2K +471 +21%
FP
620
Financial Perspectives
Minnesota
$111K +$37.2K +962 +54%
SIC
621
Salem Investment Counselors
North Carolina
$110K
IA
622
IFP Advisors
Florida
$107K
WSFS
623
Wilmington Savings Fund Society
Delaware
$105K -$13.6K -351 -12%
EF
624
Entrust Financial
Pennsylvania
$103K
UB
625
UMB Bank
Missouri
$101K