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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Achmea Investment Management
Netherlands
$26K +$249 +5 +0.9%
SWA
302
Sutton Wealth Advisors
Florida
$25.3K – – –
MSFP
303
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
AF
304
Advisornet Financial
Minnesota
$23K – – –
CA
305
Clearstead Advisors
Ohio
$23K – – –
SA
306
SRH Advisors
Kansas
$23K – – –
TCWM
307
Total Clarity Wealth Management
Illinois
$23K +$24.9K +500 New
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$23K +$25.2K +505 New
GRP
309
Global Retirement Partners
California
$22K -$12.5K -250 -35%
AWM
310
Atticus Wealth Management
Florida
$22K – – –
CCM
311
Covington Capital Management
California
$21K – – –
CA
312
CoreCap Advisors
Michigan
$21K +$22.5K +452 New
GWS
313
Glassman Wealth Services
Virginia
$20K -$7.13K -143 -24%
TFM
314
TFC Financial Management
Massachusetts
$18K – – –
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$17K +$8.12K +163 +80%
FA
316
Financial Advantage
Maryland
$16K – – –
Lazard Asset Management
317
Lazard Asset Management
New York
$15K – – –
PTC
318
Private Trust Company
Ohio
$15K +$16.7K +335 New
ACM
319
Antonetti Capital Management
Florida
$14K -$4.98K -100 -25%
PC
320
PhiloSmith Capital
Connecticut
$13.7K – – –
TC
321
Tacita Capital
Ontario, Canada
$13K -$340K -6,820 -96%
YAL
322
Your Advocates Ltd
Texas
$13K – – –
CAL
323
Capital Analysts LLC
Pennsylvania
$12K – – –
AA
324
Addison Advisors
Vermont
$11K – – –
LWP
325
Laurel Wealth Planning
Minnesota
$11K – – –