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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64.8K – – –
NB
352
NBT Bank
New York
$63.7K – – –
JWA
353
JFS Wealth Advisors
Pennsylvania
$61.2K +$49.4K +838 +432%
GM
354
GeoWealth Management
Illinois
$59.3K +$57.7K +978 +4,657%
EPIM
355
Evelyn Partners Investment Management
$58.9K +$58.5K +992 New
FGC
356
Financial Gravity Companies
Texas
$57.1K – – –
GEA
357
Glen Eagle Advisors
New Jersey
$56.5K – – –
WSFS
358
Wilmington Savings Fund Society
Delaware
$52.2K – – –
FFA
359
Fairfield Financial Advisors
Massachusetts
$52.1K – – –
AWM
360
Abound Wealth Management
Tennessee
$51.9K -$2.95K -50 -5%
MA
361
MCF Advisors
Kentucky
$47.5K – – –
RI
362
Ridgewood Investments
New Jersey
$47.5K – – –
PWMG
363
Private Wealth Management Group
New Jersey
$47.3K – – –
EWA
364
EverSource Wealth Advisors
Alabama
$46.8K +$177 +3 +0.4%
CA
365
CoreCap Advisors
Michigan
$46.8K – – –
ADL
366
Asset Dedication LLC
California
$46.7K – – –
SNB
367
Security National Bank
Nebraska
$46.2K +$46K +779 New
CFGS
368
Concourse Financial Group Securities
Alabama
$46K – – –
DMIC
369
Dixon Mitchell Investment Counsel
British Columbia, Canada
$44.5K +$44.3K +750 New
OC
370
Oakworth Capital
Alabama
$44.4K – – –
BTD
371
BankPlus Trust Department
Mississippi
$40.4K +$40.2K +681 New
API
372
Asset Planning Inc
California
$40.2K +$40K +678 New
CYG
373
Clean Yield Group
Vermont
$40.1K – – –
DJSG
374
D.J. St. Germain
Massachusetts
$38.6K – – –
AA
375
Addison Advisors
Vermont
$36.5K -$2.06K -35 -5%
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