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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWIG
351
Chung Wu Investment Group
Texas
$93.2K – – –
FFA
352
Farther Finance Advisors
California
$78.1K +$11.2K +186 +17%
B
353
Birchbrook
Maine
$77.7K – – –
PP
354
Pacifica Partners
Canada
$77.5K – – –
LWA
355
Lowe Wealth Advisors
Maryland
$76.8K – – –
BCWM
356
Bartlett & Co Wealth Management
Ohio
$72K – – –
CTC
357
Central Trust Company
Missouri
$72K – – –
FC
358
Financial Consulate
Maryland
$72K +$72.2K +1,200 New
T
359
TOBAM
France
$68K +$9.62K +160 +24%
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.5K – – –
EPIM
361
Evelyn Partners Investment Management
$65.5K – – –
CA
362
CoreCap Advisors
Michigan
$65.5K -$18K -300 -22%
AF
363
Allworth Financial
California
$64.7K +$2.23K +37 +4%
NB
364
NBT Bank
New York
$64.5K – – –
GFWA
365
Grey Fox Wealth Advisors
Delaware
$61.6K +$61.7K +1,026 New
CHC
366
City Holding Co
West Virginia
$60K – – –
JWA
367
JFS Wealth Advisors
Pennsylvania
$59.5K – – –
GEA
368
Glen Eagle Advisors
New Jersey
$57.2K – – –
CYG
369
Clean Yield Group
Vermont
$55.5K – – –
WIM
370
Westside Investment Management
California
$48.2K +$13.4K +223 +39%
MA
371
MCF Advisors
Kentucky
$48K – – –
AWM
372
Abound Wealth Management
Tennessee
$47.9K -$4.57K -76 -9%
PWMG
373
Private Wealth Management Group
New Jersey
$47.8K – – –
ADL
374
Asset Dedication LLC
California
$47.2K – – –
EPIMS
375
Evelyn Partners Investment Management Services
$46.6K +$46.7K +776 New
13 14
15
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