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Manulife Financial
MFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
751
Napier Financial
Massachusetts
$12.6K – – –
UFPG
752
United Financial Planning Group
New York
$12.1K +$11.6K +299 New
ST
753
Smithfield Trust
Pennsylvania
$12K – – –
HAP
754
Harbor Asset Planning
Massachusetts
$11.9K – – –
HWP
755
Highline Wealth Partners
California
$11.9K – – –
TWD
756
True Wealth Design
Ohio
$11.7K – – –
CTB
757
Country Trust Bank
Illinois
$11.7K – – –
CB
758
Centennial Bank
Arkansas
$11.5K – – –
LHEI
759
Leo H. Evart Inc
California
$11.3K – – –
GJIA
760
Glass Jacobson Investment Advisors
Maryland
$10.9K +$10.4K +268 New
CFM
761
Cornerstone Financial Management
Massachusetts
$10.6K +$3.71K +96 +58%
WWM
762
Wolff Wiese Magana
California
$10.5K – – –
FC
763
Financial Consulate
Maryland
$9.84K +$1.16K +30 +14%
TFM
764
TFC Financial Management
Massachusetts
$9.72K – – –
MI
765
Markowski Investments
Florida
$9.4K +$8.98K +232 New
FDW
766
Fourth Dimension Wealth
Ohio
$9.19K -$116 -3 -1%
FUBT
767
First United Bank & Trust
Maryland
$8.83K -$4.22K -109 -33%
APFP
768
Action Point Financial Planning
Michigan
$8.63K +$8.28K +214 New
PGAM
769
Princeton Global Asset Management
New Jersey
$8.59K – – –
ZBNA
770
Zions Bancorporation, National Association
Utah
$8.47K – – –
RWM
771
Raffa Wealth Management
District of Columbia
$8.47K +$1.24K +32 +18%
EWP
772
Elevation Wealth Partners
California
$8.14K +$7.78K +201 New
NSG
773
Nalls Sherbakoff Group
Tennessee
$7.29K – – –
CFO
774
CVA Family Office
Colorado
$6.85K – – –
CBT
775
CoreFirst Bank & Trust
Kansas
$6.48K – – –
29 30
31
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