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ícone de SLF

Sun Life Financial
SLF

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
GAMMA Investing
426
GAMMA Investing
California
US$ 45,2 mil – – –
PS
427
Planning Strategies
Pennsylvania
US$ 43,9 mil +US$ 40,3 mil +560 Nova
MSFP
428
Mark Sheptoff Financial Planning
Connecticut
US$ 41,6 mil – – –
MWA
429
Medallion Wealth Advisors
Connecticut
US$ 41 mil – – –
SN
430
Sittner & Nelson
Oregon
US$ 40,2 mil – – –
Buck Wealth Strategies
431
Buck Wealth Strategies
Colorado
US$ 40 mil +US$ 36,7 mil +510 Nova
Advisornet Financial
432
Advisornet Financial
Minnesota
US$ 39,2 mil – – –
SA
433
SRH Advisors
Kansas
US$ 39,2 mil – – –
SGFG
434
Silver Grove Financial Group
New York
US$ 38,4 mil +US$ 35,2 mil +489 Nova
Brown Brothers Harriman & Co
435
Brown Brothers Harriman & Co
New York
US$ 37,7 mil – – –
Asset Dedication LLC
436
Asset Dedication LLC
California
US$ 36,2 mil -US$ 23,4 mil -325 -41%
W
437
WealthCollab
Washington
US$ 36,1 mil – – –
Cornerstone Planning Group
438
Cornerstone Planning Group
New Jersey
US$ 35,9 mil – – –
FB
439
First Bancorp
Maine
US$ 34,8 mil +US$ 32 mil +444 Nova
DSC
440
Duncker Streett & Co
Missouri
US$ 32,5 mil – – –
Bank Julius Baer & Co
441
Bank Julius Baer & Co
Switzerland
US$ 31,9 mil +US$ 29,2 mil +406 Nova
Cassaday & Co Wealth Management
442
Cassaday & Co Wealth Management
Virginia
US$ 31,4 mil – – –
CYG
443
Clean Yield Group
Vermont
US$ 29,8 mil – – –
DWM
444
Dogwood Wealth Management
Kansas
US$ 25,6 mil – – –
Financial Gravity Companies
445
Financial Gravity Companies
Texas
US$ 24,9 mil +US$ 22,8 mil +317 Nova
BFS
446
Bare Financial Services
Pennsylvania
US$ 21,1 mil +US$ 8,28 mil +115 +75%
SIS
447
Strategic Investment Solutions
Illinois
US$ 19,3 mil – – –
OPTFSNA
448
Old Point Trust & Financial Services N A
Virginia
US$ 19,1 mil +US$ 17,6 mil +244 Nova
Geneos Wealth Management
449
Geneos Wealth Management
Colorado
US$ 18,9 mil – – –
BFSG LLC
450
BFSG LLC
California
US$ 17,6 mil – – –
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