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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
376
Mather Group
Illinois
$54.8K +$56K +876 New
WIM
377
Westside Investment Management
California
$50.6K – – –
MA
378
MCF Advisors
Kentucky
$50K – – –
AA
379
Addison Advisors
Vermont
$49.4K +$6.52K +102 +15%
ADL
380
Asset Dedication LLC
California
$49.2K – – –
MCM
381
Manchester Capital Management
Vermont
$48.9K – – –
EPIMS
382
Evelyn Partners Investment Management Services
$48.6K – – –
OC
383
Oakworth Capital
Alabama
$46.8K – – –
BTD
384
BankPlus Trust Department
Mississippi
$42.6K – – –
API
385
Asset Planning Inc
California
$42.4K – – –
AWM
386
Abound Wealth Management
Tennessee
$39.9K -$5.05K -79 -11%
MSFP
387
Mark Sheptoff Financial Planning
Connecticut
$38.8K – – –
CTC
388
Central Trust Company
Missouri
$37.5K – – –
LFG
389
Larson Financial Group
Missouri
$37K +$9.65K +151 +34%
GI
390
GAMMA Investing
California
$36K – – –
SA
391
Scarborough Advisors
Maryland
$32.7K +$33.4K +523 New
MWA
392
Medallion Wealth Advisors
Connecticut
$32.7K – – –
CPG
393
Cornerstone Planning Group
New Jersey
$32.3K +$1.92K +30 +7%
SN
394
Sittner & Nelson
Oregon
$32.1K – – –
AF
395
Advisornet Financial
Minnesota
$31.3K – – –
SA
396
SRH Advisors
Kansas
$31.3K – – –
TFIPS
397
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.3K – – –
PTC
398
Private Trust Company
Ohio
$31.1K – – –
BBHC
399
Brown Brothers Harriman & Co
New York
$30.1K – – –
AAP
400
Arax Advisory Partners
Colorado
$29.2K -$75.7K -1,184 -72%
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16
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