We are live on ! Find out more
SLF icon

Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
301
Mitchell McLeod Pugh & Williams
Alabama
$251K
HWM
302
HB Wealth Management
Georgia
$248K +$11.7K +194 +5%
WANY
303
Wealthspire Advisors (New York)
New York
$247K +$69.1K +1,143 +40%
BPA
304
Beacon Pointe Advisors
California
$241K +$233K +3,864 New
P
305
&Partners
Tennessee
$240K -$483 -8 -0.2%
CP
306
Canopy Partners
Ohio
$239K -$3.56K -59 -2%
WDL
307
Well Done LLC
Michigan
$235K
ALAM
308
Asahi Life Asset Management
Japan
$233K -$169K -2,791 -43%
PA
309
Parallel Advisors
California
$232K -$19.2K -317 -8%
MOS
310
MGO One Seven
Ohio
$231K +$1.15K +19 +0.5%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$223K -$45.3K -749 -17%
NP
312
Nilsine Partners
Colorado
$222K
SA
313
Sanctuary Advisors
Indiana
$222K +$215K +3,552 New
FPAS
314
Focus Partners Advisor Solutions
Missouri
$220K +$213K +3,524 New
HIM
315
Hillsdale Investment Management
Ontario, Canada
$217K +$8.76K +145 +4%
AWA
316
Arkadios Wealth Advisors
Georgia
$212K +$1.69K +28 +0.8%
CCA
317
Checchi Capital Advisers
California
$211K -$1.09K -18 -0.5%
SLT
318
St Louis Trust
Missouri
$211K +$205K +3,385 New
HI
319
Harbour Investments
Wisconsin
$211K
VCM
320
Versant Capital Management
Arizona
$211K +$31.1K +515 +18%
DCM
321
DGS Capital Management
New Jersey
$209K +$202K +3,348 New
Fidelity International
322
Fidelity International
Bermuda
$207K -$396K -6,562 -66%
AWM
323
Axxcess Wealth Management
California
$201K +$194K +3,216 New
TRCT
324
Tower Research Capital (TRC)
New York
$189K -$1.55M -25,609 -89%
BGAI
325
Bruce G. Allen Investments
Colorado
$187K