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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
326
Hexagon Capital Partners
Arkansas
$43.1K -$3.1K -61 -6%
FFA
327
Fairfield Financial Advisors
Massachusetts
$43K +$44.6K +878 New
MA
328
MCF Advisors
Kentucky
$39.2K -$4.57K -90 -10%
CFGS
329
Concourse Financial Group Securities
Alabama
$39.2K – – –
RI
330
Ridgewood Investments
New Jersey
$39.2K +$40.6K +800 New
PWMG
331
Private Wealth Management Group
New Jersey
$39K – – –
ADL
332
Asset Dedication LLC
California
$38.6K – – –
OC
333
Oakworth Capital
Alabama
$36.6K – – –
HPC
334
HM Payson & Co
Maine
$36.4K – – –
DJSG
335
D.J. St. Germain
Massachusetts
$31.8K -$328K -6,459 -91%
GI
336
GAMMA Investing
California
$28K +$28.5K +562 +6,244%
CFD
337
Creative Financial Designs
Indiana
$27K -$42.5K -837 -60%
MSFP
338
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
VAMG
339
Voisard Asset Management Group
Michigan
$24.5K – – –
AF
340
Advisornet Financial
Minnesota
$24.5K – – –
SA
341
SRH Advisors
Kansas
$24.5K – – –
AWM
342
Atticus Wealth Management
Florida
$24.1K – – –
PCMC
343
Planning Capital Management Corporation
Pennsylvania
$22.8K – – –
W
344
WealthCollab
Washington
$22.5K – – –
NA
345
Nordwand Advisors
Pennsylvania
$21.5K – – –
DSC
346
Duncker Streett & Co
Missouri
$20.3K – – –
TFM
347
TFC Financial Management
Massachusetts
$19.2K – – –
ZB
348
Zions Bancorporation
Utah
$19.2K -$31.5K -621 -61%
GRP
349
Global Retirement Partners
California
$19.2K -$179K -3,529 -90%
GWM
350
Geneos Wealth Management
Colorado
$19.2K – – –
12 13
14
15 16