We are live on ! Find out more
SLF icon

Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
351
Glen Eagle Advisors
New Jersey
$50.6K – – –
FGAM
352
Financial Gravity Asset Management
Texas
$49.9K – – –
MA
353
MCF Advisors
Kentucky
$48.6K – – –
WT
354
Whittier Trust
California
$47K – – –
PWMG
355
Private Wealth Management Group
New Jersey
$43.5K – – –
CFGS
356
Concourse Financial Group Securities
Alabama
$43.4K +$41.6K +787 New
ADL
357
Asset Dedication LLC
California
$43K -$17.2K -325 -29%
OC
358
Oakworth Capital
Alabama
$40.8K – – –
HPC
359
HM Payson & Co
Maine
$40.5K – – –
SWM
360
Spire Wealth Management
Virginia
$31K – – –
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$28.9K – – –
VAMG
362
Voisard Asset Management Group
Michigan
$27.3K – – –
AF
363
Advisornet Financial
Minnesota
$27.3K – – –
SA
364
SRH Advisors
Kansas
$27.3K – – –
AWM
365
Atticus Wealth Management
Florida
$26.8K – – –
PCMC
366
Planning Capital Management Corporation
Pennsylvania
$25.4K – – –
W
367
WealthCollab
Washington
$25.1K – – –
CA
368
CoreCap Advisors
Michigan
$24.7K +$23.9K +452 New
NA
369
Nordwand Advisors
Pennsylvania
$23.9K – – –
DSC
370
Duncker Streett & Co
Missouri
$22.6K – – –
HT
371
Headlands Technologies
Illinois
$22.4K -$22K -416 -50%
UB
372
UMB Bank
Missouri
$22.3K +$2.7K +51 +14%
RFS
373
Richardson Financial Services
Massachusetts
$21.7K +$21K +397 New
TFM
374
TFC Financial Management
Massachusetts
$21.4K – – –
GWM
375
Geneos Wealth Management
Colorado
$21.4K – – –
13 14
15
16 17