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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AA
376
Addison Advisors
Vermont
$42.9K -$1.03K -17 -2%
BTD
377
BankPlus Trust Department
Mississippi
$42.5K – – –
CYG
378
Clean Yield Group
Vermont
$42.4K -$14.9K -246 -27%
API
379
Asset Planning Inc
California
$42.3K – – –
CTC
380
Central Trust Company
Missouri
$37.4K -$36.3K -600 -50%
GI
381
GAMMA Investing
California
$35.9K – – –
SN
382
Sittner & Nelson
Oregon
$33.5K +$31K +513 New
MSFP
383
Mark Sheptoff Financial Planning
Connecticut
$33.1K – – –
MWA
384
Medallion Wealth Advisors
Connecticut
$32.6K – – –
TFIPS
385
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.3K – – –
AF
386
Advisornet Financial
Minnesota
$31.2K – – –
SA
387
SRH Advisors
Kansas
$31.2K – – –
PTC
388
Private Trust Company
Ohio
$31K – – –
BBHC
389
Brown Brothers Harriman & Co
New York
$30K +$29.1K +481 New
W
390
WealthCollab
Washington
$28.7K – – –
LFG
391
Larson Financial Group
Missouri
$27.5K +$3.32K +55 +14%
CPG
392
Cornerstone Planning Group
New Jersey
$25.9K +$10.1K +167 +68%
DSC
393
Duncker Streett & Co
Missouri
$25.8K – – –
DWM
394
Dogwood Wealth Management
Kansas
$20.4K – – –
EPG
395
Estate Planners Group
Pennsylvania
$20.1K +$19.5K +323 New
FGAM
396
Financial Gravity Asset Management
Texas
$19.8K – – –
AA
397
Ancora Advisors
Ohio
$19.4K +$1.69K +28 +10%
RAM
398
Reflection Asset Management
South Carolina
$19.3K +$18.3K +303 New
FHA
399
Flagship Harbor Advisors
Massachusetts
$17.1K +$16.6K +274 New
UBS AM
400
UBS AM
Illinois
$16.7K +$16.1K +267 New