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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
301
NewSquare Capital
Pennsylvania
$30K – – –
SWA
302
Sutton Wealth Advisors
Florida
$27.9K – – –
CA
303
Clearstead Advisors
Ohio
$26K – – –
GAM
304
Gemmer Asset Management
California
$26K – – –
PCG
305
Private Capital Group
Connecticut
$26K – – –
AWM
306
Atticus Wealth Management
Florida
$25K – – –
SA
307
SRH Advisors
Kansas
$25K – – –
SIM
308
Sonora Investment Management
Arizona
$25K +$24.5K +500 New
TCWM
309
Total Clarity Wealth Management
Illinois
$25K +$24.5K +500 New
ACA
310
Atlas Capital Advisors
Wyoming
$23K – – –
CCM
311
Covington Capital Management
California
$23K – – –
PWA
312
Phoenix Wealth Advisors
North Carolina
$22K – – –
RFA
313
Reilly Financial Advisors
California
$22K – – –
GSAM
314
Grant Street Asset Management
Pennsylvania
$21K – – –
HI
315
Human Investing
Oregon
$21K – – –
BDWM
316
Brewin Dolphin Wealth Management
Ireland
$20.3K -$31.2K -638 -61%
TFM
317
TFC Financial Management
Massachusetts
$20K – – –
GRP
318
Global Retirement Partners
California
$19K +$49 +1 +0.3%
GWS
319
Glassman Wealth Services
Virginia
$19K +$1.32K +27 +8%
MGIM
320
M&G Investment Management
United Kingdom
$16.3K -$242K -4,950 -2%
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 – – –
11 12
13
14 15