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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
401
CX Institutional
Indiana
$93K – – –
IA
402
IFG Advisory
Georgia
$92.7K +$85.1K +1,182 New
AF
403
Allworth Financial
California
$85.3K -$2.09K -29 -3%
TCM
404
Triumph Capital Management
Colorado
$84.1K – – –
BIAS
405
Beacon Investment Advisory Services
New Jersey
$82.3K – – –
DB
406
Danske Bank
Denmark
$78.7K – – –
CHC
407
City Holding Co
West Virginia
$78.4K – – –
TRCT
408
Tower Research Capital (TRC)
New York
$78.4K +$64.8K +900 +900%
BWA
409
Basecamp Wealth Advisors
Washington
$77.9K – – –
GEA
410
Glen Eagle Advisors
New Jersey
$73.6K – – –
JWA
411
JFS Wealth Advisors
Pennsylvania
$72.8K +$864 +12 +1%
EP
412
Evelyn Partners
$71.1K +$65.2K +906 New
WIM
413
Westside Investment Management
California
$62.8K – – –
LFG
414
Larson Financial Group
Missouri
$62.5K +$14.8K +205 +35%
TFIPS
415
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.2K +$19.4K +270 +54%
OC
416
Oakworth Capital
Alabama
$58.7K – – –
CAL
417
Capital Analysts LLC
Pennsylvania
$58K +$53.1K +738 New
BTD
418
BankPlus Trust Department
Mississippi
$53.4K – – –
API
419
Asset Planning Inc
California
$53.2K – – –
PTC
420
Private Trust Company
Ohio
$51.1K +$11.1K +154 +31%
AWM
421
Abound Wealth Management
Tennessee
$50K – – –
MIP
422
Mondrian Investment Partners
United Kingdom
$49.2K +$31.8K +442 New
MCM
423
Manchester Capital Management
Vermont
$47.8K -$12.4K -173 -22%
CTC
424
Central Trust Company
Missouri
$47.1K – – –
MA
425
MCF Advisors
Kentucky
$46K -$15.4K -214 -27%
15 16
17
18 19