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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$19.6K +$8.67K +147 +80%
TCM
402
TruNorth Capital Management
Michigan
$19.6K – – –
DWM
403
Dogwood Wealth Management
Kansas
$19.4K – – –
MIA
404
MeadowBrook Investment Advisors
Michigan
$17.1K – – –
YAL
405
Your Advocates Ltd
Texas
$16.3K – – –
CF
406
Conquis Financial
California
$16.3K +$16.2K +275 New
ZB
407
Zions Bancorporation
Utah
$15.2K – – –
SIS
408
Strategic Investment Solutions
Illinois
$14.6K – – –
SS
409
SBI Securities
Japan
$14.4K +$14.3K +243 New
BIA
410
Bell Investment Advisors
California
$14.2K -$944 -16 -6%
IMC
411
Investment Management Corporation
Virginia
$13.9K +$13.8K +234 New
BL
412
BFSG LLC
California
$13.4K – – –
AWM
413
Avior Wealth Management
Nebraska
$13.3K +$118 +2 +0.9%
GBT
414
Grove Bank & Trust
Florida
$13.1K +$6.08K +103 +87%
MWA
415
Medallion Wealth Advisors
Connecticut
$12.3K +$12.3K +208 New
BSB
416
Bangor Savings Bank
Maine
$11.9K +$11.8K +200 New
BBPWM
417
Blue Bell Private Wealth Management
Pennsylvania
$11.1K – – –
PTC
418
Private Trust Company
Ohio
$11.1K +$59 +1 +0.5%
HPC
419
HM Payson & Co
Maine
$10.1K -$33.8K -572 -77%
LWANC
420
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K – – –
WTA
421
Washington Trust Advisors
Massachusetts
$9.79K – – –
MG
422
Mather Group
Illinois
$8.93K – – –
AA
423
Ancora Advisors
Ohio
$8.78K – – –
NA
424
NewEdge Advisors
Louisiana
$8.36K +$59 +1 +0.7%
EWM
425
Evermay Wealth Management
Virginia
$8.25K – – –
15 16
17
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