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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$15.1K – – –
CMP
402
Coston McIsaac & Partners
Maine
$15K +$15.2K +251 New
BL
403
BFSG LLC
California
$14K – – –
ZBNA
404
Zions Bancorporation, National Association
Utah
$13.8K +$362 +6 +3%
HFS
405
Hughes Financial Services
Virginia
$12.8K – – –
BBPWM
406
Blue Bell Private Wealth Management
Pennsylvania
$11.7K – – –
SS
407
SBI Securities
Japan
$11.5K – – –
BIA
408
Bell Investment Advisors
California
$10.6K -$3.02K -50 -23%
LWANC
409
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.6K +$10.3K +170 New
WTA
410
Washington Trust Advisors
Massachusetts
$10.3K – – –
HBW
411
Hazlett, Burt & Watson
West Virginia
$9K – – –
FMP
412
Financial Management Professionals
Texas
$8.99K +$483 +8 +6%
TWD
413
True Wealth Design
Ohio
$8.55K -$1.63K -27 -16%
BFS
414
Bare Financial Services
Pennsylvania
$7.74K -$906 -15 -11%
BSB
415
Bangor Savings Bank
Maine
$7.61K – – –
SS
416
Sunbelt Securities
Texas
$7.61K – – –
NA
417
NewEdge Advisors
Louisiana
$6.68K – – –
KFI
418
Key Financial Inc
Pennsylvania
$6.18K – – –
JAM
419
JCIC Asset Management
Ontario, Canada
$5.93K -$2.42K -40 -30%
BC
420
Barrett & Company
Rhode Island
$5.87K – – –
TPCW
421
TD Private Client Wealth
New York
$2.68K +$1.09K +18 +72%
NSIM
422
North Star Investment Management
Illinois
$2.5K +$2.42K +40 New
PCM
423
Penserra Capital Management
California
$2K -$906 -15 -31%
KG
424
Kilter Group
New York
$1.87K +$1.33K +22 +275%
RWM
425
Raffa Wealth Management
District of Columbia
$1.56K – – –
15 16
17
18 19