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Manulife Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
701
JPL Wealth Management
Colorado
$15K +$15.7K +435 New
VR
702
Vision Retirement
New Jersey
$15K +$108 +3 +0.7%
BIA
703
Bell Investment Advisors
California
$14.8K -$2.38K -66 -13%
SS
704
Sunbelt Securities
Texas
$14.7K – – –
SR
705
Swiss Re
Switzerland
$14K – – –
USB
706
Union Savings Bank
Connecticut
$13.4K – – –
TBFA
707
Three Bearings Fiduciary Advisors
New Hampshire
$13.3K – – –
FMP
708
Financial Management Professionals
Texas
$13.1K – – –
EB
709
Eastern Bank
Massachusetts
$13K -$21.2K -590 -61%
ADL
710
Asset Dedication LLC
California
$12.8K – – –
GWP
711
Gen-Wealth Partners
Michigan
$12.8K – – –
AUB
712
Atlantic Union Bankshares
Virginia
$12.7K +$8.1K +225 +157%
SIS
713
Strategic Investment Solutions
Illinois
$12.1K – – –
BC
714
Bayforest Capital
United Kingdom
$12K +$12.5K +348 New
CFSG
715
Community Financial Services Group
Vermont
$11.9K +$12.3K +341 New
SWA
716
SOA Wealth Advisors
New York
$11.6K – – –
SGK
717
Steigerwald Gordon & Koch
Virginia
$11.4K -$24.9K -691 -68%
WTA
718
Washington Trust Advisors
Massachusetts
$11.4K – – –
FUBT
719
First United Bank & Trust
Maryland
$11.3K – – –
DWM
720
Darwin Wealth Management
Florida
$11.2K +$108 +3 +0.9%
WSA
721
Wealth Science Advisors
Georgia
$11.2K +$11.1K +308 New
ACM
722
Anfield Capital Management
California
$11.1K +$11.6K +321 New
VNA
723
Valley National Advisers
Pennsylvania
$11K – – –
NF
724
Napier Financial
Massachusetts
$10.7K +$11.2K +311 New
HAP
725
Harbor Asset Planning
Massachusetts
$10.2K – – –