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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GI
376
GAMMA Investing
California
$33.9K
MSFP
377
Mark Sheptoff Financial Planning
Connecticut
$31.4K
TFIPS
378
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.7K +$17.7K +300 +150%
AF
379
Advisornet Financial
Minnesota
$29.7K
SA
380
SRH Advisors
Kansas
$29.7K
AssetMark Inc
381
AssetMark Inc
California
$29.5K -$2.6K -44 -8%
AWM
382
Atticus Wealth Management
Florida
$29.1K
W
383
WealthCollab
Washington
$27.3K
CAS
384
Coppell Advisory Solutions
Texas
$27.2K
HI
385
Human Investing
Oregon
$26.1K +$26K +440 New
NA
386
Nordwand Advisors
Pennsylvania
$26K
HCP
387
Hexagon Capital Partners
Arkansas
$25.8K +$4.66K +79 +22%
BCM
388
Barometer Capital Management
Ontario, Canada
$25.4K +$17.6K +298 New
DSC
389
Duncker Streett & Co
Missouri
$24.6K
FFA
390
Farther Finance Advisors
California
$24.1K +$4.42K +75 +23%
AF
391
Allworth Financial
California
$24K +$2.48K +42 +11%
MCM
392
MAI Capital Management
Ohio
$24K +$23.8K +404 New
TFM
393
TFC Financial Management
Massachusetts
$23.3K
GRP
394
Global Retirement Partners
California
$23.2K +$59 +1 +0.3%
GWM
395
Geneos Wealth Management
Colorado
$23.2K
CPG
396
Cornerstone Planning Group
New Jersey
$22.6K +$413 +7 +2%
UB
397
UMB Bank
Missouri
$22.5K
HBW
398
Hazlett, Burt & Watson
West Virginia
$22K
Lazard Asset Management
399
Lazard Asset Management
New York
$22K
WIM
400
Westside Investment Management
California
$21.1K