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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
301
Asset Dedication LLC
California
$31K +$35.3K +787 New
HPC
302
HM Payson & Co
Maine
$30K
AA
303
Addison Advisors
Vermont
$30K +$22.4K +500 +206%
First Manhattan
304
First Manhattan
New York
$28K
LWANC
305
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
EDRH
306
Edmond de Rothschild Holding
Switzerland
$26K +$29.6K +660 New
AIM
307
Achmea Investment Management
Netherlands
$24K
BCV
308
Banque Cantonale Vaudoise
Switzerland
$24K
AWM
309
Atticus Wealth Management
Florida
$22K
SWA
310
Sutton Wealth Advisors
Florida
$21.9K
MSFP
311
Mark Sheptoff Financial Planning
Connecticut
$21K
CA
312
Clearstead Advisors
Ohio
$20K
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$20K
SA
314
SRH Advisors
Kansas
$20K
GWS
315
Glassman Wealth Services
Virginia
$20K +$3.09K +69 +16%
GWM
316
Geneos Wealth Management
Colorado
$19K -$31.4K -700 -58%
AF
317
Advisornet Financial
Minnesota
$19K -$1.21K -27 -5%
CCM
318
Covington Capital Management
California
$18K
Simplex Trading
319
Simplex Trading
Illinois
$17K +$19.3K +430 New
GRP
320
Global Retirement Partners
California
$16K -$4.12K -92 -20%
TFM
321
TFC Financial Management
Massachusetts
$16K
HBW
322
Hazlett, Burt & Watson
West Virginia
$16K +$17.9K +400 New
FA
323
Financial Advantage
Maryland
$14K
ACM
324
Antonetti Capital Management
Florida
$12K
TC
325
Tacita Capital
Ontario, Canada
$11K