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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
376
State of Wyoming
Wyoming
$59.2K -$5.83K -95 -10%
T
377
TOBAM
France
$59K +$40.2K +656 New
AWM
378
Abound Wealth Management
Tennessee
$58.1K – – –
TC
379
Tacita Capital
Ontario, Canada
$57.2K +$52.7K +860 New
MA
380
MCF Advisors
Kentucky
$53.2K – – –
RI
381
Ridgewood Investments
New Jersey
$53.2K – – –
PWMG
382
Private Wealth Management Group
New Jersey
$53K – – –
ADL
383
Asset Dedication LLC
California
$52.3K – – –
OC
384
Oakworth Capital
Alabama
$49.7K – – –
IMC
385
Investment Management Corporation
Virginia
$47.9K +$6.25K +102 +16%
AA
386
Addison Advisors
Vermont
$46.8K +$14.2K +231 +49%
BTD
387
BankPlus Trust Department
Mississippi
$45.3K – – –
API
388
Asset Planning Inc
California
$45.1K – – –
LI
389
Louisbourg Investments
New Brunswick, Canada
$43.2K -$25.6K -417 -39%
WIM
390
Westside Investment Management
California
$38.4K +$13.7K +223 +63%
GI
391
GAMMA Investing
California
$38.3K – – –
GRP
392
Global Retirement Partners
California
$36.6K +$33.8K +551 New
MSFP
393
Mark Sheptoff Financial Planning
Connecticut
$35.2K – – –
MWA
394
Medallion Wealth Advisors
Connecticut
$34.7K – – –
AF
395
Advisornet Financial
Minnesota
$33.2K – – –
SA
396
SRH Advisors
Kansas
$33.2K – – –
TFIPS
397
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.1K – – –
AWM
398
Atticus Wealth Management
Florida
$32.6K – – –
W
399
WealthCollab
Washington
$30.6K – – –
PTC
400
Private Trust Company
Ohio
$28.5K +$14.9K +243 +131%
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16
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