We are live on ! Find out more
SLF icon

Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
W
401
WealthCollab
Washington
$28.8K – – –
DSC
402
Duncker Streett & Co
Missouri
$25.9K – – –
CCWM
403
Cassaday & Co Wealth Management
Virginia
$25K +$25.6K +400 New
CYG
404
Clean Yield Group
Vermont
$23.8K -$19.1K -299 -44%
DWM
405
Dogwood Wealth Management
Kansas
$20.5K – – –
FGAM
406
Financial Gravity Asset Management
Texas
$19.8K – – –
AA
407
Ancora Advisors
Ohio
$17.7K -$1.79K -28 -9%
SIS
408
Strategic Investment Solutions
Illinois
$15.4K – – –
GWM
409
Geneos Wealth Management
Colorado
$15.1K – – –
BL
410
BFSG LLC
California
$14.1K – – –
HFS
411
Hughes Financial Services
Virginia
$12.8K – – –
ZBNA
412
Zions Bancorporation, National Association
Utah
$12.6K -$1.22K -19 -9%
TPWA
413
Twin Peaks Wealth Advisors
California
$11.9K +$12.1K +190 New
BBPWM
414
Blue Bell Private Wealth Management
Pennsylvania
$11.7K – – –
SS
415
SBI Securities
Japan
$11.6K – – –
BIA
416
Bell Investment Advisors
California
$10.6K – – –
WTA
417
Washington Trust Advisors
Massachusetts
$10.3K – – –
BFS
418
Bare Financial Services
Pennsylvania
$9.63K +$1.92K +30 +24%
FMP
419
Financial Management Professionals
Texas
$9.01K – – –
HBW
420
Hazlett, Burt & Watson
West Virginia
$9K – – –
TWD
421
True Wealth Design
Ohio
$8.57K – – –
SS
422
Sunbelt Securities
Texas
$7.63K – – –
NA
423
NewEdge Advisors
Louisiana
$6.73K +$64 +1 +0.9%
TRCT
424
Tower Research Capital (TRC)
New York
$6.26K -$187K -2,921 -97%
KFI
425
Key Financial Inc
Pennsylvania
$6.19K – – –
15 16
17
18 19