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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
326
Pacifica Partners
Canada
$33.4K – – –
DJSG
327
D.J. St. Germain
Massachusetts
$31.7K – – –
SWM
328
Spire Wealth Management
Virginia
$27.7K – – –
SWA
329
Sutton Wealth Advisors
Florida
$26.9K – – –
MSFP
330
Mark Sheptoff Financial Planning
Connecticut
$25.9K – – –
AF
331
Advisornet Financial
Minnesota
$24.4K -$12.6K -251 -33%
SA
332
SRH Advisors
Kansas
$24.4K – – –
HBW
333
Hazlett, Burt & Watson
West Virginia
$24K – – –
AWM
334
Atticus Wealth Management
Florida
$24K – – –
SIC
335
Salem Investment Counselors
North Carolina
$23.4K – – –
BWS
336
Buck Wealth Strategies
Colorado
$23.2K – – –
NA
337
Nordwand Advisors
Pennsylvania
$21.4K +$22K +438 New
DSC
338
Duncker Streett & Co
Missouri
$20.2K – – –
TFM
339
TFC Financial Management
Massachusetts
$19.1K – – –
GRP
340
Global Retirement Partners
California
$18.3K +$50 +1 +0.3%
GWM
341
Geneos Wealth Management
Colorado
$18K – – –
UB
342
UMB Bank
Missouri
$17.5K -$86.8K -1,731 -83%
WIM
343
Westside Investment Management
California
$17.3K – – –
IA
344
IFP Advisors
Florida
$14.6K -$18.9K -378 -56%
SCA
345
Stonebridge Capital Advisors
Minnesota
$14.6K – – –
NA
346
NewEdge Advisors
Louisiana
$14.3K – – –
TC
347
Tacita Capital
Ontario, Canada
$13.5K – – –
YAL
348
Your Advocates Ltd
Texas
$13.4K – – –
DGAM
349
Desjardins Global Asset Management
Quebec, Canada
$12K +$12.2K +244 New
BBPWM
350
Blue Bell Private Wealth Management
Pennsylvania
$9.13K – – –
12 13
14
15 16