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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
401
Whittier Trust
California
$10.6K -$45.1K -862 -82%
LWANC
402
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.86K – – –
WTA
403
Washington Trust Advisors
Massachusetts
$9.57K – – –
MG
404
Mather Group
Illinois
$8.73K +$6.32K +121 +403%
AA
405
Ancora Advisors
Ohio
$8.59K – – –
NA
406
NewEdge Advisors
Louisiana
$8.13K +$52 +1 +0.7%
EWM
407
Evermay Wealth Management
Virginia
$8.06K – – –
SS
408
Sunbelt Securities
Texas
$7.08K – – –
GBT
409
Grove Bank & Trust
Florida
$6.85K +$6.17K +118 New
CAM
410
Creekmur Asset Management
Illinois
$5.92K – – –
KFI
411
Key Financial Inc
Pennsylvania
$5.74K – – –
BC
412
Barrett & Company
Rhode Island
$5.45K – – –
BWL
413
Bogart Wealth LLC
Virginia
$5.16K +$4.65K +89 New
PS
414
Principal Securities
Iowa
$4.12K -$575 -11 -13%
PPWM
415
PFG Private Wealth Management
Florida
$3.31K – – –
PCWA
416
Pacific Capital Wealth Advisors
California
$3.13K – – –
PCM
417
Penserra Capital Management
California
$2K – – –
LFG
418
Larson Financial Group
Missouri
$1.74K – – –
RWM
419
Raffa Wealth Management
District of Columbia
$1.45K – – –
GM
420
GeoWealth Management
Illinois
$1.22K +$1.1K +21 New
MWM
421
Mascoma Wealth Management
New Hampshire
$1.16K – – –
IAIM
422
International Assets Investment Management
Florida
$286 +$867K +16,594 New
CF
423
Canoe Financial
Alberta, Canada
– -$29.2M -535,487 Closed
WCA
424
Waratah Capital Advisors
Ontario, Canada
– -$8.65M -176,362 Closed
AIM
425
Achmea Investment Management
Netherlands
– -$7.15M -145,778 Closed
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