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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
601
Valued Wealth Advisors
Utah
$31.9K – – –
LDB
602
Lee, Danner & Bass
Tennessee
$30.7K +$31K +1,000 New
MSG
603
Main Street Group
Virginia
$30.1K – – –
PA
604
PSI Advisors
Florida
$29.4K – – –
HI
605
Harbour Investments
Wisconsin
$29.1K – – –
GBT
606
Grove Bank & Trust
Florida
$28.4K -$8.37K -270 -23%
PWMG
607
Private Wealth Management Group
New Jersey
$27.5K – – –
WFA
608
West Financial Advisors
Iowa
$26.9K – – –
CT
609
Caldwell Trust
Florida
$26.2K – – –
CFS
610
CGC Financial Services
Oregon
$26.1K – – –
ADL
611
Asset Dedication LLC
California
$25.9K – – –
CBT
612
Crews Bank & Trust
Florida
$25.8K +$26K +840 New
PCFFS
613
Pacific Center for Financial Services
California
$25.1K – – –
SIS
614
Sound Income Strategies
Florida
$24.3K – – –
GWM
615
Geneos Wealth Management
Colorado
$23.8K – – –
DSC
616
Duncker Streett & Co
Missouri
$23.4K +$23.6K +762 New
TFA
617
Toth Financial Advisory
Virginia
$23K – – –
OP
618
ORG Partners
Indiana
$22.9K +$23.1K +746 New
VCM
619
Versant Capital Management
Arizona
$22.4K +$10.7K +346 +90%
KFP
620
Keener Financial Planning
Texas
$22K – – –
AWM
621
AllSquare Wealth Management
New York
$21K – – –
PS
622
Pinney & Scofield
Massachusetts
$21K +$21.2K +684 New
TFGT
623
TS Financial Group (TSFG)
Illinois
$21K -$22.1K -715 -51%
CFB
624
Cullen/Frost Bankers
Texas
$20K – – –
BBPWM
625
Blue Bell Private Wealth Management
Pennsylvania
$19.8K +$31 +1 +0.2%
23 24
25
26 27