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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
326
Asset Dedication LLC
California
$37K – – –
AF
327
Advisornet Financial
Minnesota
$35.6K -$3.47K -72 -9%
LWANC
328
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.5K – – –
SOW
329
State of Wyoming
Wyoming
$29.6K +$30.5K +633 New
BCV
330
Banque Cantonale Vaudoise
Switzerland
$28K – – –
GWS
331
Glassman Wealth Services
Virginia
$27.2K -$433 -9 -2%
SWM
332
Spire Wealth Management
Virginia
$26.5K +$27.3K +568 New
SWA
333
Sutton Wealth Advisors
Florida
$25.8K – – –
MSFP
334
Mark Sheptoff Financial Planning
Connecticut
$24.8K – – –
CA
335
Clearstead Advisors
Ohio
$23.8K – – –
HBW
336
Hazlett, Burt & Watson
West Virginia
$23K – – –
SA
337
SRH Advisors
Kansas
$23K – – –
AWM
338
Atticus Wealth Management
Florida
$22.9K – – –
BWS
339
Buck Wealth Strategies
Colorado
$22.2K +$22.9K +476 New
FMP
340
Financial Management Professionals
Texas
$20K +$20.2K +420 New
DSC
341
Duncker Streett & Co
Missouri
$19.3K -$19.3K -400 -49%
GRP
342
Global Retirement Partners
California
$18.5K +$193 +4 +1%
TFM
343
TFC Financial Management
Massachusetts
$18.3K – – –
GWM
344
Geneos Wealth Management
Colorado
$17.2K -$6.26K -130 -26%
WIM
345
Westside Investment Management
California
$16.6K – – –
ACM
346
Antonetti Capital Management
Florida
$14.2K – – –
SCA
347
Stonebridge Capital Advisors
Minnesota
$14K – – –
TC
348
Tacita Capital
Ontario, Canada
$13K – – –
YAL
349
Your Advocates Ltd
Texas
$12.8K – – –
CAL
350
Capital Analysts LLC
Pennsylvania
$12K – – –
12 13
14
15 16