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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$14.5K -$9.02K -150 -38%
BL
402
BFSG LLC
California
$13.5K – – –
BIA
403
Bell Investment Advisors
California
$13.2K – – –
ZBNA
404
Zions Bancorporation, National Association
Utah
$12.9K -$2.41K -40 -16%
HFS
405
Hughes Financial Services
Virginia
$11.9K – – –
BBPWM
406
Blue Bell Private Wealth Management
Pennsylvania
$11.2K – – –
SS
407
SBI Securities
Japan
$11.1K -$3.43K -57 -24%
WTA
408
Washington Trust Advisors
Massachusetts
$9.9K – – –
TWD
409
True Wealth Design
Ohio
$9.85K +$9.86K +164 New
CPG
410
Cornerstone Planning Group
New Jersey
$9.69K -$8.12K -135 -36%
MG
411
Mather Group
Illinois
$9.04K +$9.08K +151 New
HBW
412
Hazlett, Burt & Watson
West Virginia
$9K -$13.2K -220 -59%
BFS
413
Bare Financial Services
Pennsylvania
$8.34K +$2.77K +46 +49%
FMP
414
Financial Management Professionals
Texas
$8.16K – – –
JAM
415
JCIC Asset Management
Ontario, Canada
$8.11K +$8.12K +135 New
BSB
416
Bangor Savings Bank
Maine
$7.32K – – –
SS
417
Sunbelt Securities
Texas
$7.32K – – –
NA
418
NewEdge Advisors
Louisiana
$6.4K +$60 +1 +0.9%
KFI
419
Key Financial Inc
Pennsylvania
$5.96K – – –
BC
420
Barrett & Company
Rhode Island
$5.64K – – –
HWM
421
HighMark Wealth Management
Minnesota
$3.24K +$3.25K +54 New
CA
422
Centerpoint Advisors
Massachusetts
$3K +$2.65K +44 New
PCM
423
Penserra Capital Management
California
$2K – – –
RWM
424
Raffa Wealth Management
District of Columbia
$1.5K – – –
TPCW
425
TD Private Client Wealth
New York
$1.5K – – –
15 16
17
18 19