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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
351
Belpointe Asset Management
Nevada
$10.9K – – –
IA
352
IFP Advisors
Florida
$10.5K -$113K -2,346 -90%
EWA
353
EverSource Wealth Advisors
Alabama
$9.76K +$10.1K +209 New
PPWM
354
PFG Private Wealth Management
Florida
$9.48K +$5.25K +109 +116%
HGERS
355
Householder Group Estate & Retirement Specialist
Arizona
$9K +$8.76K +182 New
BBPWM
356
Blue Bell Private Wealth Management
Pennsylvania
$8.73K – – –
PTC
357
Private Trust Company
Ohio
$8.22K +$48 +1 +0.6%
BWM
358
Baystate Wealth Management
Massachusetts
$7.93K – – –
CCP
359
Carmel Capital Partners
California
$7.8K +$8.04K +167 New
WTA
360
Washington Trust Advisors
Massachusetts
$7.71K – – –
AA
361
Ancora Advisors
Ohio
$6.91K – – –
VCM
362
Versant Capital Management
Arizona
$6.82K – – –
JWA
363
JFS Wealth Advisors
Pennsylvania
$6.68K +$433 +9 +7%
OC
364
Oakworth Capital
Alabama
$6.35K – – –
AWM
365
Avior Wealth Management
Nebraska
$5.64K -$1.64K -34 -22%
SS
366
Sunbelt Securities
Texas
$5.64K +$5.87K +122 New
GIA
367
GHP Investment Advisors
Colorado
$5.56K – – –
SSC
368
Syverson Strege & Co
Iowa
$5.23K +$5.39K +112 New
KFI
369
Key Financial Inc
Pennsylvania
$4.62K – – –
BC
370
Barrett & Company
Rhode Island
$4.39K – – –
GEA
371
Glen Eagle Advisors
New Jersey
$3.92K – – –
ETC
372
Exchange Traded Concepts
Oklahoma
$3.74K -$96 -2 -2%
EARNEST Partners
373
EARNEST Partners
Georgia
$3.27K – – –
SC
374
Schubert & Co
Texas
$3.18K +$1.3K +27 +66%
BIA
375
Bell Investment Advisors
California
$2.9K -$4.29K -89 -59%