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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
651
Golden State Wealth Management
California
$42.1K – – –
BGAI
652
Bruce G. Allen Investments
Colorado
$41.9K – – –
AWA
653
American Wealth Advisors
Georgia
$41.8K – – –
PFBT
654
Parkside Financial Bank & Trust
Missouri
$38.6K – – –
OC
655
Oakworth Capital
Alabama
$38.5K – – –
VWA
656
Valued Wealth Advisors
Utah
$37.7K – – –
FFO
657
Fortitude Family Office
Arizona
$37.5K – – –
SGK
658
Steigerwald Gordon & Koch
Virginia
$37.1K +$23.5K +691 +209%
CI
659
CX Institutional
Indiana
$37K +$28.9K +852 +526%
MCM
660
MV Capital Management
Maryland
$36.9K +$543 +16 +2%
MCA
661
McGuire Capital Advisors
Oklahoma
$35.7K +$33.4K +985 New
HWA
662
HHM Wealth Advisors
Tennessee
$35.7K – – –
EB
663
Eastern Bank
Massachusetts
$35.1K – – –
WWM
664
Wolff Wiese Magana
California
$34.8K +$23.8K +700 +269%
OP
665
ORG Partners
Indiana
$34.3K – – –
BA
666
Blueline Advisors
New Hampshire
$34K +$31.8K +938 New
GBT
667
Grove Bank & Trust
Florida
$33.6K – – –
PWMG
668
Private Wealth Management Group
New Jersey
$32.5K – – –
BFS
669
Bare Financial Services
Pennsylvania
$32.3K – – –
WFA
670
West Financial Advisors
Iowa
$31.7K – – –
CT
671
Caldwell Trust
Florida
$30.9K – – –
CFS
672
CGC Financial Services
Oregon
$30.8K – – –
HWA
673
Heritage Wealth Advisors
Virginia
$30.4K +$28.4K +838 New
RFP
674
Root Financial Partners
California
$29.8K +$509 +15 +2%
PS
675
Pinney & Scofield
Massachusetts
$29.4K -$2.14K -63 -7%
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