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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
351
Concourse Financial Group Securities
Alabama
$45.7K
EWA
352
EverSource Wealth Advisors
Alabama
$45.5K -$183K -3,498 -82%
OC
353
Oakworth Capital
Alabama
$43.4K
HPC
354
HM Payson & Co
Maine
$43.1K
Group One Trading
355
Group One Trading
Illinois
$40.6K +$36.6K +700 New
CYG
356
Clean Yield Group
Vermont
$39.2K +$35.3K +676 New
DJSG
357
D.J. St. Germain
Massachusetts
$37.7K
AA
358
Addison Advisors
Vermont
$37.7K +$18.9K +361 +125%
GI
359
GAMMA Investing
California
$33.1K
NFA
360
Northwest Financial Advisors
Virginia
$32.8K +$29.6K +566 New
AssetMark Inc
361
AssetMark Inc
California
$31.4K +$27.3K +522 +2,747%
MSFP
362
Mark Sheptoff Financial Planning
Connecticut
$30.8K
VAMG
363
Voisard Asset Management Group
Michigan
$29.1K
AF
364
Advisornet Financial
Minnesota
$29K
SA
365
SRH Advisors
Kansas
$29K
AWM
366
Atticus Wealth Management
Florida
$28.5K
PCMC
367
Planning Capital Management Corporation
Pennsylvania
$27K
W
368
WealthCollab
Washington
$26.7K
CAS
369
Coppell Advisory Solutions
Texas
$26.5K +$23.9K +458 New
NA
370
Nordwand Advisors
Pennsylvania
$25.4K
DSC
371
Duncker Streett & Co
Missouri
$24K
TFM
372
TFC Financial Management
Massachusetts
$22.7K
GWM
373
Geneos Wealth Management
Colorado
$22.7K
GRP
374
Global Retirement Partners
California
$22.6K -$105 -2 -0.5%
UB
375
UMB Bank
Missouri
$22K +$1.41K +27 +8%