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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$114K -$959 -15 -0.8%
PGAM
352
Princeton Global Asset Management
New Jersey
$109K – – –
CH
353
Cromwell Holdings
Wyoming
$108K – – –
PWPS
354
Pinnacle Wealth Planning Services
Ohio
$107K -$19.6K -306 -15%
CWIG
355
Chung Wu Investment Group
Texas
$97.2K – – –
BCWM
356
Bartlett & Co Wealth Management
Ohio
$86.6K – – –
SAM
357
Smartleaf Asset Management
Massachusetts
$84.2K -$4.09K -64 -4%
PF
358
PlanVest Financial
Maryland
$83.4K +$85.2K +1,333 New
PP
359
Pacifica Partners
Canada
$83K – – –
CA
360
CoreCap Advisors
Michigan
$81.7K +$13.7K +215 +20%
OP
361
Oslo Pensjonsforsikring
$81.2K +$83.1K +1,300 New
B
362
Birchbrook
Maine
$81K – – –
FFA
363
Farther Finance Advisors
California
$76K +$64 +1 +0.1%
LAM
364
LOM Asset Management
$74.1K – – –
CI
365
CX Institutional
Indiana
$74K -$45.7K -715 -38%
T
366
TOBAM
France
$72K +$16.1K +252 +44%
AF
367
Allworth Financial
California
$69.9K -$256 -4 -0.4%
NB
368
NBT Bank
New York
$67.2K – – –
TCM
369
Triumph Capital Management
Colorado
$67.1K – – –
BIAS
370
Beacon Investment Advisory Services
New Jersey
$65.7K +$67.1K +1,050 New
EPIM
371
Evelyn Partners Investment Management
$64.3K -$4.16K -65 -6%
DB
372
Danske Bank
Denmark
$62.9K -$108K -1,687 -63%
CHC
373
City Holding Co
West Virginia
$62.6K – – –
BWA
374
Basecamp Wealth Advisors
Washington
$62.2K -$511 -8 -0.8%
GEA
375
Glen Eagle Advisors
New Jersey
$58.7K – – –