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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
301
Gemmer Asset Management
California
$23K – – –
PCG
302
Private Capital Group
Connecticut
$23K – – –
AWM
303
Atticus Wealth Management
Florida
$22K – – –
SA
304
SRH Advisors
Kansas
$22K – – –
ACA
305
Atlas Capital Advisors
Wyoming
$20.2K +$19.7K +455 New
CCM
306
Covington Capital Management
California
$20K – – –
HI
307
Human Investing
Oregon
$19K – – –
RFA
308
Reilly Financial Advisors
California
$19K – – –
PWA
309
Phoenix Wealth Advisors
North Carolina
$19K +$19K +438 New
GSAM
310
Grant Street Asset Management
Pennsylvania
$18K +$18K +415 New
TFM
311
TFC Financial Management
Massachusetts
$17K – – –
GRP
312
Global Retirement Partners
California
$16K -$3.73K -86 -19%
GWS
313
Glassman Wealth Services
Virginia
$15K +$7.62K +176 +105%
DOA
314
D'Orazio & Associates
Virginia
$14K – – –
PC
315
PhiloSmith Capital
Connecticut
$13K – – –
PMFA
316
Plante Moran Financial Advisors
Michigan
$12K -$43.5K -1,005 -79%
YAL
317
Your Advocates Ltd
Texas
$12K – – –
PP
318
Pacifica Partners
Canada
$11K -$11K -255 -50%
CAAS
319
Capital Asset Advisory Services
Michigan
$11K +$11K +254 New
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
TFS
321
TrustCore Financial Services
Tennessee
$10K – – –
AF
322
Advisornet Financial
Minnesota
$9K – – –
TFIPS
323
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.88K +$8.66K +200 New
BWM
324
Baystate Wealth Management
Massachusetts
$8K +$43 +1 +0.6%
SIAG
325
Safeguard Investment Advisory Group
California
$8K +$8.32K +192 New
11 12
13
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