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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
401
Arax Advisory Partners
Colorado
$29.2K -$75.7K -1,184 -72%
W
402
WealthCollab
Washington
$28.8K – – –
DSC
403
Duncker Streett & Co
Missouri
$25.9K – – –
CCWM
404
Cassaday & Co Wealth Management
Virginia
$25K +$25.6K +400 New
CYG
405
Clean Yield Group
Vermont
$23.8K -$19.1K -299 -44%
DWM
406
Dogwood Wealth Management
Kansas
$20.5K – – –
FGAM
407
Financial Gravity Asset Management
Texas
$19.8K – – –
AA
408
Ancora Advisors
Ohio
$17.7K -$1.79K -28 -9%
SIS
409
Strategic Investment Solutions
Illinois
$15.4K – – –
GWM
410
Geneos Wealth Management
Colorado
$15.1K – – –
BL
411
BFSG LLC
California
$14.1K – – –
HFS
412
Hughes Financial Services
Virginia
$12.8K – – –
ZBNA
413
Zions Bancorporation, National Association
Utah
$12.6K -$1.22K -19 -9%
TPWA
414
Twin Peaks Wealth Advisors
California
$11.9K +$12.1K +190 New
BBPWM
415
Blue Bell Private Wealth Management
Pennsylvania
$11.7K – – –
SS
416
SBI Securities
Japan
$11.6K – – –
BIA
417
Bell Investment Advisors
California
$10.6K – – –
WTA
418
Washington Trust Advisors
Massachusetts
$10.3K – – –
BFS
419
Bare Financial Services
Pennsylvania
$9.63K +$1.92K +30 +24%
FMP
420
Financial Management Professionals
Texas
$9.01K – – –
HBW
421
Hazlett, Burt & Watson
West Virginia
$9K – – –
TWD
422
True Wealth Design
Ohio
$8.57K – – –
SS
423
Sunbelt Securities
Texas
$7.63K – – –
NA
424
NewEdge Advisors
Louisiana
$6.73K +$64 +1 +0.9%
TRCT
425
Tower Research Capital (TRC)
New York
$6.26K -$187K -2,921 -97%
15 16
17
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