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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$35K +$39.7K +720 New
GWS
302
Glassman Wealth Services
Virginia
$33K -$661 -12 -2%
CAGAS
303
Capital Advisory Group Advisory Services
Minnesota
$33K +$33K +600 New
AIM
304
Achmea Investment Management
Netherlands
$32K +$31.4K +571 New
FPS
305
Fieldpoint Private Securities
Connecticut
$31K -$23.3K -423 -44%
MCC
306
Money Concepts Capital
Florida
$31K +$30.8K +559 New
SWA
307
Sutton Wealth Advisors
Florida
$30.8K – – –
MSFP
308
Mark Sheptoff Financial Planning
Connecticut
$30K +$29.2K +530 New
CA
309
Clearstead Advisors
Ohio
$28K – – –
GAM
310
Gemmer Asset Management
California
$28K – – –
NSIM
311
North Star Investment Management
Illinois
$28K – – –
SA
312
SRH Advisors
Kansas
$28K – – –
AF
313
Advisornet Financial
Minnesota
$28K +$16.5K +299 +150%
AWM
314
Atticus Wealth Management
Florida
$27K – – –
T
315
TCWP
Ohio
$27K +$27.3K +496 New
CCM
316
Covington Capital Management
California
$26K – – –
MAM
317
Meeder Asset Management
Ohio
$24K -$3.03K -55 -11%
ACM
318
Antonetti Capital Management
Florida
$23K – – –
Jones Financial Companies
319
Jones Financial Companies
Missouri
$22K – – –
TFM
320
TFC Financial Management
Massachusetts
$22K – – –
FA
321
Financial Advantage
Maryland
$20K -$20.2K -366 -50%
Lazard Asset Management
322
Lazard Asset Management
New York
$18K +$18.1K +329 New
PC
323
PhiloSmith Capital
Connecticut
$16.7K – – –
ETC
324
Exchange Traded Concepts
Oklahoma
$16K +$220 +4 +1%
YAL
325
Your Advocates Ltd
Texas
$15K – – –