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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
651
Brooklyn Investment Group
New York
$22K +$3.67K +119 +21%
AWM
652
AllSquare Wealth Management
New York
$21.9K – – –
T
653
Transce3nd
Texas
$21.5K +$2.31K +75 +13%
FWA
654
Flagship Wealth Advisors
Massachusetts
$20.6K – – –
AGWCA
655
Annis Gardner Whiting Capital Advisors
Florida
$19.8K – – –
WB
656
Webster Bank
Connecticut
$19.3K +$18.6K +605 New
NC
657
NewSquare Capital
Pennsylvania
$18.2K +$9.28K +301 +112%
MHR
658
Matthew Hamilton Rosenberg
$18K – – –
SWIM
659
Smallwood Wealth Investment Management
New Jersey
$17.7K – – –
SFA
660
Semmax Financial Advisors
North Carolina
$17.7K +$154 +5 +0.9%
KFI
661
Key Financial Inc
Pennsylvania
$17.1K – – –
CSPIA
662
Cary Street Partners Investment Advisory
Virginia
$16.8K +$16.2K +525 New
HIA
663
Harbor Investment Advisory
Maryland
$16.7K +$4.1K +133 +34%
CT
664
Clearstead Trust
Maine
$16.4K +$15.8K +514 New
DI
665
DAGCO Inc
Ohio
$15.9K – – –
ABWM
666
Alpine Bank Wealth Management
Colorado
$15.9K -$54.8K -1,779 -78%
TPWA
667
Twin Peaks Wealth Advisors
California
$14.9K +$15.2K +493 New
KSB
668
Kennebec Savings Bank
Maine
$14.8K – – –
BSB
669
Bangor Savings Bank
Maine
$14.6K – – –
CAM
670
Costello Asset Management
Pennsylvania
$14.4K – – –
MTIC
671
Missouri Trust & Investment Company
Missouri
$14.4K – – –
SFCL
672
Strengthening Families & Communities LLC
Massachusetts
$14.2K -$3.11K -101 -19%
CHC
673
City Holding Co
West Virginia
$13.8K – – –
SIS
674
Sound Income Strategies
Florida
$13.1K -$11.7K -381 -48%
HWM
675
Hemington Wealth Management
Virginia
$12K – – –
25 26
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