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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$23K
CA
302
Clearstead Advisors
Ohio
$23K
SA
303
SRH Advisors
Kansas
$23K
TCWM
304
Total Clarity Wealth Management
Illinois
$23K +$24.9K +500 New
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$23K +$25.2K +505 New
GRP
306
Global Retirement Partners
California
$22K -$12.5K -250 -35%
AWM
307
Atticus Wealth Management
Florida
$22K
CCM
308
Covington Capital Management
California
$21K
CA
309
CoreCap Advisors
Michigan
$21K +$22.5K +452 New
GWS
310
Glassman Wealth Services
Virginia
$20K -$7.13K -143 -24%
TFM
311
TFC Financial Management
Massachusetts
$18K
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$17K +$8.12K +163 +80%
FA
313
Financial Advantage
Maryland
$16K
Lazard Asset Management
314
Lazard Asset Management
New York
$15K
PTC
315
Private Trust Company
Ohio
$15K +$16.7K +335 New
ACM
316
Antonetti Capital Management
Florida
$14K -$4.98K -100 -25%
PC
317
PhiloSmith Capital
Connecticut
$13.7K
TC
318
Tacita Capital
Ontario, Canada
$13K -$340K -6,820 -96%
YAL
319
Your Advocates Ltd
Texas
$13K
MGIM
320
M&G Investment Management
United Kingdom
$12.6K +$130K +2,618 +1%
CAL
321
Capital Analysts LLC
Pennsylvania
$12K
AA
322
Addison Advisors
Vermont
$11K
LWP
323
Laurel Wealth Planning
Minnesota
$11K
TFS
324
TrustCore Financial Services
Tennessee
$11K
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$10K