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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
326
Global Retirement Partners
California
$17.6K +$88 +2 +0.5%
RBC
327
Romano Brothers & Co
Illinois
$14.3K +$13.6K +308 New
ACM
328
Antonetti Capital Management
Florida
$14.1K – – –
SCA
329
Stonebridge Capital Advisors
Minnesota
$13.9K +$13.3K +300 New
TC
330
Tacita Capital
Ontario, Canada
$13K – – –
YAL
331
Your Advocates Ltd
Texas
$12.8K – – –
CAL
332
Capital Analysts LLC
Pennsylvania
$12K – – –
LWP
333
Laurel Wealth Planning
Minnesota
$11.2K – – –
NA
334
NewEdge Advisors
Louisiana
$11.1K +$12.3K +278 New
TFS
335
TrustCore Financial Services
Tennessee
$10.9K – – –
BAM
336
Belpointe Asset Management
Nevada
$10.8K +$10.3K +233 New
AAP
337
Arax Advisory Partners
Colorado
$8.77K +$8.36K +189 New
BBPWM
338
Blue Bell Private Wealth Management
Pennsylvania
$8.68K – – –
MPCL
339
My Personal CFO LLC
Washington
$8.4K +$8.01K +181 New
BWM
340
Baystate Wealth Management
Massachusetts
$8K – – –
PTC
341
Private Trust Company
Ohio
$8K +$88 +2 +1%
WTA
342
Washington Trust Advisors
Massachusetts
$7.66K – – –
AWM
343
Avior Wealth Management
Nebraska
$7.18K -$796 -18 -10%
BIA
344
Bell Investment Advisors
California
$7.01K – – –
AA
345
Ancora Advisors
Ohio
$7K – – –
VCM
346
Versant Capital Management
Arizona
$6.78K – – –
OC
347
Oakworth Capital
Alabama
$6.31K – – –
JWA
348
JFS Wealth Advisors
Pennsylvania
$6.22K +$531 +12 +10%
GIA
349
GHP Investment Advisors
Colorado
$5.52K – – –
GIA
350
Goodwin Investment Advisory
Georgia
$5.06K – – –
12 13
14
15 16