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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
326
Park Place Capital
Alabama
$35.5K -$8.57K -171 -19%
PP
327
Pacifica Partners
Canada
$33.4K – – –
DJSG
328
D.J. St. Germain
Massachusetts
$31.7K – – –
SWM
329
Spire Wealth Management
Virginia
$27.7K – – –
SWA
330
Sutton Wealth Advisors
Florida
$26.9K – – –
MSFP
331
Mark Sheptoff Financial Planning
Connecticut
$25.9K – – –
AF
332
Advisornet Financial
Minnesota
$24.4K -$12.6K -251 -33%
SA
333
SRH Advisors
Kansas
$24.4K – – –
HBW
334
Hazlett, Burt & Watson
West Virginia
$24K – – –
AWM
335
Atticus Wealth Management
Florida
$24K – – –
SIC
336
Salem Investment Counselors
North Carolina
$23.4K – – –
BWS
337
Buck Wealth Strategies
Colorado
$23.2K – – –
NA
338
Nordwand Advisors
Pennsylvania
$21.4K +$22K +438 New
DSC
339
Duncker Streett & Co
Missouri
$20.2K – – –
TFM
340
TFC Financial Management
Massachusetts
$19.1K – – –
GRP
341
Global Retirement Partners
California
$18.3K +$50 +1 +0.3%
GWM
342
Geneos Wealth Management
Colorado
$18K – – –
UB
343
UMB Bank
Missouri
$17.5K -$86.8K -1,731 -83%
WIM
344
Westside Investment Management
California
$17.3K – – –
IA
345
IFP Advisors
Florida
$14.6K -$18.9K -378 -56%
SCA
346
Stonebridge Capital Advisors
Minnesota
$14.6K – – –
NA
347
NewEdge Advisors
Louisiana
$14.3K – – –
TC
348
Tacita Capital
Ontario, Canada
$13.5K – – –
YAL
349
Your Advocates Ltd
Texas
$13.4K – – –
DGAM
350
Desjardins Global Asset Management
Quebec, Canada
$12K +$12.2K +244 New
12 13
14
15 16