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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GI
426
GAMMA Investing
California
$45.2K – – –
PS
427
Planning Strategies
Pennsylvania
$43.9K +$40.3K +560 New
MSFP
428
Mark Sheptoff Financial Planning
Connecticut
$41.6K – – –
MWA
429
Medallion Wealth Advisors
Connecticut
$41K – – –
SN
430
Sittner & Nelson
Oregon
$40.2K – – –
BWS
431
Buck Wealth Strategies
Colorado
$40K +$36.7K +510 New
AF
432
Advisornet Financial
Minnesota
$39.2K – – –
SA
433
SRH Advisors
Kansas
$39.2K – – –
SGFG
434
Silver Grove Financial Group
New York
$38.4K +$35.2K +489 New
BBHC
435
Brown Brothers Harriman & Co
New York
$37.7K – – –
ADL
436
Asset Dedication LLC
California
$36.2K -$23.4K -325 -41%
W
437
WealthCollab
Washington
$36.1K – – –
CPG
438
Cornerstone Planning Group
New Jersey
$35.9K – – –
FB
439
First Bancorp
Maine
$34.8K +$32K +444 New
DSC
440
Duncker Streett & Co
Missouri
$32.5K – – –
Bank Julius Baer & Co
441
Bank Julius Baer & Co
Switzerland
$31.9K +$29.2K +406 New
CCWM
442
Cassaday & Co Wealth Management
Virginia
$31.4K – – –
CYG
443
Clean Yield Group
Vermont
$29.8K – – –
DWM
444
Dogwood Wealth Management
Kansas
$25.6K – – –
FGC
445
Financial Gravity Companies
Texas
$24.9K +$22.8K +317 New
BFS
446
Bare Financial Services
Pennsylvania
$21.1K +$8.28K +115 +75%
SIS
447
Strategic Investment Solutions
Illinois
$19.3K – – –
OPTFSNA
448
Old Point Trust & Financial Services N A
Virginia
$19.1K +$17.6K +244 New
GWM
449
Geneos Wealth Management
Colorado
$18.9K – – –
BL
450
BFSG LLC
California
$17.6K – – –