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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
351
Smartleaf Asset Management
Massachusetts
$89.2K +$50.4K +835 +142%
PP
352
Pacifica Partners
Canada
$83.1K +$2.42K +40 +3%
B
353
Birchbrook
Maine
$80.8K – – –
FFA
354
Farther Finance Advisors
California
$75.3K -$5.74K -95 -7%
BCWM
355
Bartlett & Co Wealth Management
Ohio
$74.9K – – –
FC
356
Financial Consulate
Maryland
$74.9K – – –
LAM
357
LOM Asset Management
$72.8K +$51.4K +850 New
AF
358
Allworth Financial
California
$69.9K +$2.6K +43 +4%
EPIM
359
Evelyn Partners Investment Management
$68.1K – – –
CA
360
CoreCap Advisors
Michigan
$68.1K – – –
NB
361
NBT Bank
New York
$67K – – –
TCM
362
Triumph Capital Management
Colorado
$67K +$64.8K +1,073 New
BWA
363
Basecamp Wealth Advisors
Washington
$62.5K +$60.5K +1,002 New
CHC
364
City Holding Co
West Virginia
$62.4K – – –
JWA
365
JFS Wealth Advisors
Pennsylvania
$61.5K -$302 -5 -0.5%
GEA
366
Glen Eagle Advisors
New Jersey
$58.6K -$846 -14 -1%
WIM
367
Westside Investment Management
California
$50.2K – – –
T
368
TOBAM
France
$50K -$14.4K -238 -29%
MA
369
MCF Advisors
Kentucky
$49.9K – – –
PWMG
370
Private Wealth Management Group
New Jersey
$49.7K – – –
ADL
371
Asset Dedication LLC
California
$49.1K – – –
MCM
372
Manchester Capital Management
Vermont
$48.8K +$47.2K +782 New
EPIMS
373
Evelyn Partners Investment Management Services
$48.4K – – –
OC
374
Oakworth Capital
Alabama
$46.7K – – –
AWM
375
Abound Wealth Management
Tennessee
$44.7K -$4.89K -81 -10%
13 14
15
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