We are live on ! Find out more
SLF icon

Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
401
Strategic Investment Solutions
Illinois
$15.3K – – –
GWM
402
Geneos Wealth Management
Colorado
$15.1K – – –
CMP
403
Coston McIsaac & Partners
Maine
$15K +$15.2K +251 New
BL
404
BFSG LLC
California
$14K – – –
ZBNA
405
Zions Bancorporation, National Association
Utah
$13.8K +$362 +6 +3%
HFS
406
Hughes Financial Services
Virginia
$12.8K – – –
BBPWM
407
Blue Bell Private Wealth Management
Pennsylvania
$11.7K – – –
SS
408
SBI Securities
Japan
$11.5K – – –
BIA
409
Bell Investment Advisors
California
$10.6K -$3.02K -50 -23%
LWANC
410
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.6K +$10.3K +170 New
WTA
411
Washington Trust Advisors
Massachusetts
$10.3K – – –
HBW
412
Hazlett, Burt & Watson
West Virginia
$9K – – –
FMP
413
Financial Management Professionals
Texas
$8.99K +$483 +8 +6%
TWD
414
True Wealth Design
Ohio
$8.55K -$1.63K -27 -16%
MI
415
Motiv8 Investments
Florida
$8K +$7.55K +125 New
BFS
416
Bare Financial Services
Pennsylvania
$7.74K -$906 -15 -11%
BSB
417
Bangor Savings Bank
Maine
$7.61K – – –
SS
418
Sunbelt Securities
Texas
$7.61K – – –
NA
419
NewEdge Advisors
Louisiana
$6.68K – – –
KFI
420
Key Financial Inc
Pennsylvania
$6.18K – – –
JAM
421
JCIC Asset Management
Ontario, Canada
$5.93K -$2.42K -40 -30%
BC
422
Barrett & Company
Rhode Island
$5.87K – – –
TPCW
423
TD Private Client Wealth
New York
$2.68K +$1.09K +18 +72%
NSIM
424
North Star Investment Management
Illinois
$2.5K +$2.42K +40 New
PCM
425
Penserra Capital Management
California
$2K -$906 -15 -31%
15 16
17
18 19