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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
376
Oakworth Capital
Alabama
$44.9K – – –
AA
377
Addison Advisors
Vermont
$42.3K – – –
BTD
378
BankPlus Trust Department
Mississippi
$40.9K – – –
API
379
Asset Planning Inc
California
$40.7K – – –
SAM
380
Smartleaf Asset Management
Massachusetts
$34.9K +$22.9K +381 +184%
GI
381
GAMMA Investing
California
$34.6K – – –
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$31.8K – – –
MWA
383
Medallion Wealth Advisors
Connecticut
$31.4K – – –
TFIPS
384
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30K – – –
AF
385
Advisornet Financial
Minnesota
$30K – – –
SA
386
SRH Advisors
Kansas
$30K – – –
PTC
387
Private Trust Company
Ohio
$29.9K +$4.09K +68 +16%
W
388
WealthCollab
Washington
$27.6K – – –
MCM
389
MAI Capital Management
Ohio
$27.4K -$26.5K -440 -49%
DSC
390
Duncker Streett & Co
Missouri
$24.9K – – –
LFG
391
Larson Financial Group
Missouri
$23.2K -$2.53K -42 -10%
UB
392
UMB Bank
Missouri
$21.2K – – –
GRP
393
Global Retirement Partners
California
$20.1K -$13.1K -217 -39%
TCM
394
TruNorth Capital Management
Michigan
$19.8K – – –
DWM
395
Dogwood Wealth Management
Kansas
$19.6K – – –
FGAM
396
Financial Gravity Asset Management
Texas
$19K +$19.1K +317 New
CIAM
397
Caitong International Asset Management
Hong Kong
$17.3K +$1.26K +21 +8%
AA
398
Ancora Advisors
Ohio
$17K – – –
PS
399
Principal Securities
Iowa
$16.1K +$6.25K +104 +63%
SIS
400
Strategic Investment Solutions
Illinois
$14.8K – – –
14 15
16
17 18