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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Atticus Wealth Management
Florida
$20K
SA
277
SRH Advisors
Kansas
$20K
CCM
278
Covington Capital Management
California
$19K
GRP
279
Global Retirement Partners
California
$19K +$40 +1 +0.2%
JCM
280
Jacobi Capital Management
Pennsylvania
$19K +$162 +4 +0.9%
AssetMark Inc
281
AssetMark Inc
California
$19K +$16.5K +409 +889%
RFA
282
Reilly Financial Advisors
California
$17K -$3.52K -87 -17%
HI
283
Human Investing
Oregon
$17K
TFM
284
TFC Financial Management
Massachusetts
$16K +$15.9K +392 New
DOA
285
D'Orazio & Associates
Virginia
$13K
SIAS
286
Shine Investment Advisory Services
Colorado
$13K
HIA
287
Harbor Investment Advisory
Maryland
$12K
PC
288
PhiloSmith Capital
Connecticut
$12K
FFA
289
Founders Financial Alliance
North Carolina
$12K +$12.1K +300 New
YAL
290
Your Advocates Ltd
Texas
$11K
TFS
291
TrustCore Financial Services
Tennessee
$10K
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$9K
CTC
293
Central Trust Company
Missouri
$8K
AF
294
Advisornet Financial
Minnesota
$8K +$8.09K +200 New
BWM
295
Baystate Wealth Management
Massachusetts
$7K +$81 +2 +1%
GWS
296
Glassman Wealth Services
Virginia
$7K +$4.65K +115 +221%
BNP Paribas Financial Markets
297
BNP Paribas Financial Markets
France
$6.43K +$6.39K +158 New
AA
298
Ancora Advisors
Ohio
$6K
OC
299
Oakworth Capital
Alabama
$6K
AWM
300
Avior Wealth Management
Nebraska
$6K +$1.82K +45 +41%