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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
401
Larson Financial Group
Missouri
$28.4K +$19.1K +311 +266%
DSC
402
Duncker Streett & Co
Missouri
$27.5K
TFM
403
TFC Financial Management
Massachusetts
$26K
GWM
404
Geneos Wealth Management
Colorado
$26K -$34.4K -561 -59%
HBW
405
Hazlett, Burt & Watson
West Virginia
$25K
Lazard Asset Management
406
Lazard Asset Management
New York
$25K
AAP
407
Arax Advisory Partners
Colorado
$24.3K +$2.08K +34 New
UB
408
UMB Bank
Missouri
$23.5K
CPG
409
Cornerstone Planning Group
New Jersey
$23K
TCM
410
TruNorth Capital Management
Michigan
$21.9K
DWM
411
Dogwood Wealth Management
Kansas
$20.3K
DMIC
412
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.6K -$27.9K -455 -61%
WSFS
413
Wilmington Savings Fund Society
Delaware
$19.4K -$36K -587 -67%
AA
414
Ancora Advisors
Ohio
$18.8K +$8.28K +135 +91%
CIAM
415
Caitong International Asset Management
Hong Kong
$17.8K +$16.4K +268 New
ZBNA
416
Zions Bancorporation, National Association
Utah
$16.9K -$61 -1 -0.4%
SIS
417
Strategic Investment Solutions
Illinois
$16.3K
SS
418
SBI Securities
Japan
$16.1K
MPW
419
MASECO Private Wealth
$15.9K +$14.7K +239 New
BL
420
BFSG LLC
California
$15K
BIA
421
Bell Investment Advisors
California
$14.6K
SAM
422
Smartleaf Asset Management
Massachusetts
$13.6K -$7.6K -124 -37%
Optiver Holding
423
Optiver Holding
Netherlands
$13.3K +$12.3K +200 New
HFS
424
Hughes Financial Services
Virginia
$12.7K
BBPWM
425
Blue Bell Private Wealth Management
Pennsylvania
$12.4K