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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
351
Princeton Global Asset Management
New Jersey
$109K – – –
CH
352
Cromwell Holdings
Wyoming
$108K – – –
PWPS
353
Pinnacle Wealth Planning Services
Ohio
$107K -$19.6K -306 -15%
CWIG
354
Chung Wu Investment Group
Texas
$97.2K – – –
BCWM
355
Bartlett & Co Wealth Management
Ohio
$86.6K – – –
SAM
356
Smartleaf Asset Management
Massachusetts
$84.2K -$4.09K -64 -4%
PF
357
PlanVest Financial
Maryland
$83.4K +$85.2K +1,333 New
PP
358
Pacifica Partners
Canada
$83K – – –
CA
359
CoreCap Advisors
Michigan
$81.7K +$13.7K +215 +20%
OP
360
Oslo Pensjonsforsikring
$81.2K +$83.1K +1,300 New
B
361
Birchbrook
Maine
$81K – – –
FFA
362
Farther Finance Advisors
California
$76K +$64 +1 +0.1%
LAM
363
LOM Asset Management
$74.1K – – –
CI
364
CX Institutional
Indiana
$74K -$45.7K -715 -38%
T
365
TOBAM
France
$72K +$16.1K +252 +44%
AF
366
Allworth Financial
California
$69.9K -$256 -4 -0.4%
NB
367
NBT Bank
New York
$67.2K – – –
TCM
368
Triumph Capital Management
Colorado
$67.1K – – –
BIAS
369
Beacon Investment Advisory Services
New Jersey
$65.7K +$67.1K +1,050 New
EPIM
370
Evelyn Partners Investment Management
$64.3K -$4.16K -65 -6%
DB
371
Danske Bank
Denmark
$62.9K -$108K -1,687 -63%
CHC
372
City Holding Co
West Virginia
$62.6K – – –
BWA
373
Basecamp Wealth Advisors
Washington
$62.2K -$511 -8 -0.8%
GEA
374
Glen Eagle Advisors
New Jersey
$58.7K – – –
JWA
375
JFS Wealth Advisors
Pennsylvania
$57.3K -$4.47K -70 -7%
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15
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