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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
351
Planning Capital Management Corporation
Pennsylvania
$24.1K +$22.9K +465 New
W
352
WealthCollab
Washington
$23.9K +$22.6K +460 New
NA
353
Nordwand Advisors
Pennsylvania
$22.7K – – –
DSC
354
Duncker Streett & Co
Missouri
$21.5K – – –
TFM
355
TFC Financial Management
Massachusetts
$20.3K – – –
GWM
356
Geneos Wealth Management
Colorado
$20.3K +$1.08K +22 +6%
GRP
357
Global Retirement Partners
California
$19.7K +$98 +2 +0.5%
LI
358
Louisbourg Investments
New Brunswick, Canada
$19.5K +$18.5K +375 New
FPF
359
First Pacific Financial
Washington
$19K +$18.1K +367 New
UB
360
UMB Bank
Missouri
$18.6K – – –
WIM
361
Westside Investment Management
California
$18.4K – – –
NA
362
NewEdge Advisors
Louisiana
$15.1K – – –
MIA
363
MeadowBrook Investment Advisors
Michigan
$15K +$14.2K +289 New
TC
364
Tacita Capital
Ontario, Canada
$14.3K – – –
YAL
365
Your Advocates Ltd
Texas
$14.3K – – –
BL
366
BFSG LLC
California
$11.7K +$11.1K +225 New
TFIPS
367
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.4K +$9.84K +200 New
BBPWM
368
Blue Bell Private Wealth Management
Pennsylvania
$9.7K – – –
PTC
369
Private Trust Company
Ohio
$9.37K +$98 +2 +1%
AAG
370
Armstrong Advisory Group
Massachusetts
$9.18K +$8.71K +177 New
HGERS
371
Householder Group Estate & Retirement Specialist
Arizona
$9K +$98 +2 +1%
LWANC
372
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.82K – – –
BWM
373
Baystate Wealth Management
Massachusetts
$8.81K – – –
WTA
374
Washington Trust Advisors
Massachusetts
$8.56K – – –
BIA
375
Bell Investment Advisors
California
$8.14K +$935 +19 +14%
13 14
15
16 17