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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
326
Lowe Wealth Advisors
Maryland
$88.3K +$114 +2 +0.1%
UBP
327
Union Bancaire Privee
Switzerland
$87.6K – – –
PP
328
Pacifica Partners
Canada
$75.1K – – –
B
329
Birchbrook
Maine
$74.2K – – –
AG
330
AmeriFlex Group
Nevada
$73.4K +$73.1K +1,282 New
CH
331
Cromwell Holdings
Wyoming
$71.2K -$3.82K -67 -5%
CTC
332
Central Trust Company
Missouri
$68.7K – – –
PIM
333
Plato Investment Management
Australia
$66.4K -$34K -597 -34%
LWCFA
334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.6K – – –
NB
335
NBT Bank
New York
$61.5K – – –
LI
336
Louisbourg Investments
New Brunswick, Canada
$61.1K -$10.5K -185 -15%
EWA
337
EverSource Wealth Advisors
Alabama
$59.7K +$14.5K +254 +32%
CHC
338
City Holding Co
West Virginia
$57.3K -$57K -1,000 -50%
JWA
339
JFS Wealth Advisors
Pennsylvania
$56.5K -$2.62K -46 -4%
SOW
340
State of Wyoming
Wyoming
$56.5K -$471K -8,261 -89%
FGAM
341
Financial Gravity Asset Management
Texas
$55.1K +$54.9K +963 New
GEA
342
Glen Eagle Advisors
New Jersey
$54.5K – – –
GWM
343
Geneos Wealth Management
Colorado
$54.5K +$32K +561 +143%
EPIM
344
Evelyn Partners Investment Management
$53.2K -$3.59K -63 -6%
WSFS
345
Wilmington Savings Fund Society
Delaware
$50.3K – – –
AWM
346
Abound Wealth Management
Tennessee
$50K – – –
MA
347
MCF Advisors
Kentucky
$45.8K – – –
RI
348
Ridgewood Investments
New Jersey
$45.8K – – –
PWMG
349
Private Wealth Management Group
New Jersey
$45.6K – – –
CA
350
CoreCap Advisors
Michigan
$45.3K +$171 +3 +0.4%
12 13
14
15 16