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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$30K – – –
NC
302
NewSquare Capital
Pennsylvania
$30K – – –
SWA
303
Sutton Wealth Advisors
Florida
$27.9K – – –
CA
304
Clearstead Advisors
Ohio
$26K – – –
GAM
305
Gemmer Asset Management
California
$26K – – –
PCG
306
Private Capital Group
Connecticut
$26K – – –
AWM
307
Atticus Wealth Management
Florida
$25K – – –
SA
308
SRH Advisors
Kansas
$25K – – –
SIM
309
Sonora Investment Management
Arizona
$25K +$24.5K +500 New
TCWM
310
Total Clarity Wealth Management
Illinois
$25K +$24.5K +500 New
ACA
311
Atlas Capital Advisors
Wyoming
$23K – – –
CCM
312
Covington Capital Management
California
$23K – – –
PWA
313
Phoenix Wealth Advisors
North Carolina
$22K – – –
RFA
314
Reilly Financial Advisors
California
$22K – – –
GSAM
315
Grant Street Asset Management
Pennsylvania
$21K – – –
HI
316
Human Investing
Oregon
$21K – – –
BDWM
317
Brewin Dolphin Wealth Management
Ireland
$20.3K -$31.2K -638 -61%
TFM
318
TFC Financial Management
Massachusetts
$20K – – –
GRP
319
Global Retirement Partners
California
$19K +$49 +1 +0.3%
GWS
320
Glassman Wealth Services
Virginia
$19K +$1.32K +27 +8%
DOA
321
D'Orazio & Associates
Virginia
$16K – – –
YAL
322
Your Advocates Ltd
Texas
$14K – – –
PMFA
323
Plante Moran Financial Advisors
Michigan
$13K -$832 -17 -6%
PP
324
Pacifica Partners
Canada
$13K – – –
TFS
325
TrustCore Financial Services
Tennessee
$12K – – –