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icono de SLF

Sun Life Financial
SLF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
GAMMA Investing
426
GAMMA Investing
California
USD 45.2 k – – –
PS
427
Planning Strategies
Pennsylvania
USD 43.9 k +USD 40.3 k +560 Nuevas
MSFP
428
Mark Sheptoff Financial Planning
Connecticut
USD 41.6 k – – –
MWA
429
Medallion Wealth Advisors
Connecticut
USD 41 k – – –
SN
430
Sittner & Nelson
Oregon
USD 40.2 k – – –
Buck Wealth Strategies
431
Buck Wealth Strategies
Colorado
USD 40 k +USD 36.7 k +510 Nuevas
Advisornet Financial
432
Advisornet Financial
Minnesota
USD 39.2 k – – –
SA
433
SRH Advisors
Kansas
USD 39.2 k – – –
SGFG
434
Silver Grove Financial Group
New York
USD 38.4 k +USD 35.2 k +489 Nuevas
Brown Brothers Harriman & Co
435
Brown Brothers Harriman & Co
New York
USD 37.7 k – – –
Asset Dedication LLC
436
Asset Dedication LLC
California
USD 36.2 k -USD 23.4 k -325 -41%
W
437
WealthCollab
Washington
USD 36.1 k – – –
Cornerstone Planning Group
438
Cornerstone Planning Group
New Jersey
USD 35.9 k – – –
FB
439
First Bancorp
Maine
USD 34.8 k +USD 32 k +444 Nuevas
DSC
440
Duncker Streett & Co
Missouri
USD 32.5 k – – –
Bank Julius Baer & Co
441
Bank Julius Baer & Co
Switzerland
USD 31.9 k +USD 29.2 k +406 Nuevas
Cassaday & Co Wealth Management
442
Cassaday & Co Wealth Management
Virginia
USD 31.4 k – – –
CYG
443
Clean Yield Group
Vermont
USD 29.8 k – – –
DWM
444
Dogwood Wealth Management
Kansas
USD 25.6 k – – –
Financial Gravity Companies
445
Financial Gravity Companies
Texas
USD 24.9 k +USD 22.8 k +317 Nuevas
BFS
446
Bare Financial Services
Pennsylvania
USD 21.1 k +USD 8.28 k +115 +75%
SIS
447
Strategic Investment Solutions
Illinois
USD 19.3 k – – –
OPTFSNA
448
Old Point Trust & Financial Services N A
Virginia
USD 19.1 k +USD 17.6 k +244 Nuevas
Geneos Wealth Management
449
Geneos Wealth Management
Colorado
USD 18.9 k – – –
BFSG LLC
450
BFSG LLC
California
USD 17.6 k – – –
16 17
18
19 20