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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
226
North Star Investment Management
Illinois
$56K – – –
CC
227
Claybrook Capital
Massachusetts
$56K +$61.3K +1,696 New
WDL
228
Well Done LLC
Michigan
$56K +$61.3K +1,696 New
AF
229
Allworth Financial
California
$54K – – –
PCP
230
Proficio Capital Partners
Massachusetts
$54K +$44.6K +1,235 +308%
MOS
231
MGO One Seven
Ohio
$53K +$58.7K +1,624 New
QCIG
232
Quad-Cities Investment Group
Iowa
$51K – – –
IC
233
Inscription Capital
Texas
$50K +$54.2K +1,500 New
LPWM
234
Lake Point Wealth Management
Texas
$47K +$51.3K +1,419 New
LWA
235
Lowe Wealth Advisors
Maryland
$46K +$72 +2 +0.1%
MA
236
MCF Advisors
Kentucky
$42K – – –
PMFA
237
Plante Moran Financial Advisors
Michigan
$42K – – –
CAW
238
Cornerstone Advisors (Washington)
Washington
$39K +$2.02K +56 +5%
LC
239
Lindbrook Capital
California
$36K +$39.4K +1,091 New
TSW
240
Thompson Siegel & Walmsley
Virginia
$35K – – –
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$34.6K – – –
BDWM
242
Brewin Dolphin Wealth Management
Ireland
$34.5K – – –
AssetMark Inc
243
AssetMark Inc
California
$34K +$2.78K +77 +8%
AWMF
244
Arbor Wealth Management (Florida)
Florida
$33K +$36.2K +1,000 New
ER
245
Enlightenment Research
Florida
$33K +$36.2K +1,000 New
SFPIA
246
Stevens First Principles Investment Advisors
California
$31K -$23.3K -645 -41%
ClearBridge Investments
247
ClearBridge Investments
New York
$30K – – –
MFW
248
Mosaic Family Wealth
Missouri
$29K – – –
BTNA
249
Bremer Trust National Association
Minnesota
$28K +$30K +829 New
UBS AM
250
UBS AM
Illinois
$25.8K -$4.27K -118 -13%