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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
YAL
301
Your Advocates Ltd
Texas
$14K – – –
PP
302
Pacifica Partners
Canada
$13K – – –
PMFA
303
Plante Moran Financial Advisors
Michigan
$13K – – –
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
TFS
305
TrustCore Financial Services
Tennessee
$12K – – –
AWA
306
Arkadios Wealth Advisors
Georgia
$12K +$6.87K +130 +117%
TFIPS
307
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.3K – – –
AF
308
Advisornet Financial
Minnesota
$10K – – –
FF
309
FourThought Financial
Florida
$10K – – –
Group One Trading
310
Group One Trading
Illinois
$10K +$10.6K +200 New
BWM
311
Baystate Wealth Management
Massachusetts
$9K – – –
AA
312
Ancora Advisors
Ohio
$8K – – –
AWM
313
Avior Wealth Management
Nebraska
$8K +$53 +1 +0.6%
OC
314
Oakworth Capital
Alabama
$7K – – –
EW
315
Evoke Wealth
California
$5K – – –
GEA
316
Glen Eagle Advisors
New Jersey
$4.33K – – –
EARNEST Partners
317
EARNEST Partners
Georgia
$4K – – –
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
BCWM
319
Bartlett & Co Wealth Management
Ohio
$1.5K – – –
RWM
320
Raffa Wealth Management
District of Columbia
$1.29K – – –
BC
321
Bartlett & Co
Ohio
$1K – – –
AssetMark Inc
322
AssetMark Inc
California
$1K +$740 +14 New
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$1K +$1.06K +20 New
WIM
324
Westside Investment Management
California
$18 – – –
CCMG
325
Clark Capital Management Group
Pennsylvania
– -$41.5M -820,359 Closed