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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$10.6K +$9.62K +184 New
WT
402
Whittier Trust
California
$10.6K -$45.1K -862 -82%
LWANC
403
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.86K – – –
WTA
404
Washington Trust Advisors
Massachusetts
$9.57K – – –
MG
405
Mather Group
Illinois
$8.73K +$6.32K +121 +403%
AA
406
Ancora Advisors
Ohio
$8.59K – – –
NA
407
NewEdge Advisors
Louisiana
$8.13K +$52 +1 +0.7%
EWM
408
Evermay Wealth Management
Virginia
$8.06K – – –
SS
409
Sunbelt Securities
Texas
$7.08K – – –
GBT
410
Grove Bank & Trust
Florida
$6.85K +$6.17K +118 New
CAM
411
Creekmur Asset Management
Illinois
$5.92K – – –
KFI
412
Key Financial Inc
Pennsylvania
$5.74K – – –
BC
413
Barrett & Company
Rhode Island
$5.45K – – –
BWL
414
Bogart Wealth LLC
Virginia
$5.16K +$4.65K +89 New
PS
415
Principal Securities
Iowa
$4.12K -$575 -11 -13%
PPWM
416
PFG Private Wealth Management
Florida
$3.31K – – –
PCWA
417
Pacific Capital Wealth Advisors
California
$3.13K – – –
PCM
418
Penserra Capital Management
California
$2K – – –
LFG
419
Larson Financial Group
Missouri
$1.74K – – –
RWM
420
Raffa Wealth Management
District of Columbia
$1.45K – – –
GM
421
GeoWealth Management
Illinois
$1.22K +$1.1K +21 New
MWM
422
Mascoma Wealth Management
New Hampshire
$1.16K – – –
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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