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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$115K +$42.4K +692 +66%
CH
352
Cromwell Holdings
Wyoming
$114K +$29.1K +475 +38%
CWIG
353
Chung Wu Investment Group
Texas
$103K +$95.2K +1,553 New
AAS
354
Ameritas Advisory Services
Nebraska
$97K +$89.5K +1,460 New
UBP
355
Union Bancaire Privee
Switzerland
$94.2K – – –
CA
356
CoreCap Advisors
Michigan
$92.4K +$36.8K +600 +76%
RIM
357
Ryan Investment Management
Colorado
$90.2K +$83.3K +1,358 New
B
358
Birchbrook
Maine
$86.1K – – –
LWA
359
Lowe Wealth Advisors
Maryland
$85K -$16.1K -263 -17%
PP
360
Pacifica Partners
Canada
$85K – – –
AG
361
AmeriFlex Group
Nevada
$83.9K – – –
CTC
362
Central Trust Company
Missouri
$79.7K – – –
BCWM
363
Bartlett & Co Wealth Management
Ohio
$79.7K +$73.6K +1,200 New
FFA
364
Farther Finance Advisors
California
$74.2K +$51.1K +834 +296%
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73.1K – – –
EPIM
366
Evelyn Partners Investment Management
$72.6K +$9.93K +162 +17%
NB
367
NBT Bank
New York
$71.4K – – –
AF
368
Allworth Financial
California
$69.2K +$36.7K +598 +135%
CHC
369
City Holding Co
West Virginia
$66.5K – – –
JWA
370
JFS Wealth Advisors
Pennsylvania
$65.9K +$307 +5 +0.5%
FGC
371
Financial Gravity Companies
Texas
$64K +$59.1K +963 New
GEA
372
Glen Eagle Advisors
New Jersey
$63.3K – – –
CYG
373
Clean Yield Group
Vermont
$61.5K +$15.3K +249 +37%
AC
374
AlphaCore Capital
California
$61.1K +$56.4K +919 New
MCM
375
MAI Capital Management
Ohio
$59.5K +$30.2K +492 +122%
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