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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
251
Lee Financial
Texas
$256K -$25.1K -500 -9%
FCI
252
Financial Counselors Inc
Kansas
$255K -$1.85K -37 -0.7%
DI
253
DFPG Investments
Utah
$253K – – –
RFC
254
Regions Financial Corp
Alabama
$251K +$351 +7 +0.1%
PWPS
255
Pinnacle Wealth Planning Services
Ohio
$249K – – –
RWM
256
Ritholtz Wealth Management
New York
$247K -$3.11K -62 -1%
CFO
257
CVA Family Office
Colorado
$246K +$2K +40 +0.8%
CWS
258
Confluence Wealth Services
Pennsylvania
$243K – – –
M
259
Mirova
France
$243K -$60.1K -1,199 -19%
FAFN
260
First Affirmative Financial Network
Colorado
$242K +$248K +4,952 New
SC
261
Syon Capital
California
$237K +$244K +4,865 New
PP
262
PDS Planning
Ohio
$236K +$8.52K +170 +4%
NB
263
Northwest Bancshares
Pennsylvania
$230K -$11.7K -233 -5%
NW
264
NewEdge Wealth
Pennsylvania
$225K – – –
CCT
265
Capital City Trust
Florida
$224K – – –
IC
266
IEQ Capital
California
$224K +$2K +40 +0.9%
SOW
267
State of Wyoming
Wyoming
$221K +$226K +4,500 New
CGL
268
Clarius Group LLC
Washington
$219K -$24.3K -484 -10%
S
269
SimplyRich
California
$218K – – –
FAM
270
Flaharty Asset Management
Florida
$215K – – –
GIS
271
Grayhawk Investment Strategies
Alberta, Canada
$213K – – –
PFA
272
Pathway Financial Advisors
Vermont
$212K – – –
ECM
273
Evergreen Capital Management
Washington
$210K -$298K -5,946 -58%
IB
274
Intrust Bank
Kansas
$206K -$1.1K -22 -0.5%
SIA
275
Schechter Investment Advisors
Michigan
$205K -$25.1K -501 -11%
9 10
11
12 13