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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
326
TFC Financial Management
Massachusetts
$18.2K – – –
GRP
327
Global Retirement Partners
California
$17.6K +$88 +2 +0.5%
RBC
328
Romano Brothers & Co
Illinois
$14.3K +$13.6K +308 New
ACM
329
Antonetti Capital Management
Florida
$14.1K – – –
SCA
330
Stonebridge Capital Advisors
Minnesota
$13.9K +$13.3K +300 New
TC
331
Tacita Capital
Ontario, Canada
$13K – – –
YAL
332
Your Advocates Ltd
Texas
$12.8K – – –
CAL
333
Capital Analysts LLC
Pennsylvania
$12K – – –
LWP
334
Laurel Wealth Planning
Minnesota
$11.2K – – –
NA
335
NewEdge Advisors
Louisiana
$11.1K +$12.3K +278 New
TFS
336
TrustCore Financial Services
Tennessee
$10.9K – – –
BAM
337
Belpointe Asset Management
Nevada
$10.8K +$10.3K +233 New
AAP
338
Arax Advisory Partners
Colorado
$8.77K +$8.36K +189 New
BBPWM
339
Blue Bell Private Wealth Management
Pennsylvania
$8.68K – – –
MPCL
340
My Personal CFO LLC
Washington
$8.4K +$8.01K +181 New
BWM
341
Baystate Wealth Management
Massachusetts
$8K – – –
PTC
342
Private Trust Company
Ohio
$8K +$88 +2 +1%
WTA
343
Washington Trust Advisors
Massachusetts
$7.66K – – –
AWM
344
Avior Wealth Management
Nebraska
$7.18K -$796 -18 -10%
BIA
345
Bell Investment Advisors
California
$7.01K – – –
AA
346
Ancora Advisors
Ohio
$7K – – –
VCM
347
Versant Capital Management
Arizona
$6.78K – – –
OC
348
Oakworth Capital
Alabama
$6.31K – – –
JWA
349
JFS Wealth Advisors
Pennsylvania
$6.22K +$531 +12 +10%
GIA
350
GHP Investment Advisors
Colorado
$5.52K – – –
12 13
14
15 16