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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$52K -$11.1K -309 -17%
PWA
627
Physician Wealth Advisors
Utah
$49.8K – – –
MEG
628
Millstone Evans Group
Colorado
$48.9K – – –
AA
629
Addison Advisors
Vermont
$48.6K +$8.06K +224 +19%
NFSG
630
Newbridge Financial Services Group
Florida
$48.6K – – –
O
631
Ossiam
France
$47.8K +$4.46K +124 +10%
TC
632
Trust Company
Kansas
$47.3K – – –
MG
633
Mather Group
Illinois
$47.1K +$49.2K +1,368 New
NS
634
NBC Securities
Alabama
$46.6K -$7.2K -200 -13%
CAM
635
Clarity Asset Management
Iowa
$46.4K +$432 +12 +0.9%
JWA
636
JFS Wealth Advisors
Pennsylvania
$45.4K -$252 -7 -0.5%
VC
637
Vestor Capital
Illinois
$45K +$32.6K +906 +220%
MCM
638
Manchester Capital Management
Vermont
$43.7K – – –
TWIM
639
TIAA Wealth Investment Management
New York
$43K +$44.9K +1,248 New
WBWA
640
William B. Walkup & Associates
South Carolina
$42.6K – – –
AAG
641
Accordant Advisory Group
Maryland
$40.7K – – –
CSPIA
642
Cary Street Partners Investment Advisory
Virginia
$40.5K -$4.07K -113 -9%
BGAI
643
Bruce G. Allen Investments
Colorado
$39.8K – – –
OWA
644
Opal Wealth Advisors
New York
$39.1K +$40.9K +1,135 New
PFBT
645
Parkside Financial Bank & Trust
Missouri
$36.6K – – –
OC
646
Oakworth Capital
Alabama
$36.6K – – –
VWA
647
Valued Wealth Advisors
Utah
$35.8K – – –
FFO
648
Fortitude Family Office
Arizona
$35.6K – – –
MCM
649
MV Capital Management
Maryland
$34.4K -$576 -16 -2%
CBT
650
Crews Bank & Trust
Florida
$34.4K +$9K +250 +33%
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