We are live on ! Find out more
SLF icon

Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PS
426
Planning Strategies
Pennsylvania
$43.9K +$40.3K +560 New
MSFP
427
Mark Sheptoff Financial Planning
Connecticut
$41.6K
MWA
428
Medallion Wealth Advisors
Connecticut
$41K
SN
429
Sittner & Nelson
Oregon
$40.2K
BWS
430
Buck Wealth Strategies
Colorado
$40K +$36.7K +510 New
AF
431
Advisornet Financial
Minnesota
$39.2K
SA
432
SRH Advisors
Kansas
$39.2K
SGFG
433
Silver Grove Financial Group
New York
$38.4K +$35.2K +489 New
BBHC
434
Brown Brothers Harriman & Co
New York
$37.7K
ADL
435
Asset Dedication LLC
California
$36.2K -$23.4K -325 -41%
W
436
WealthCollab
Washington
$36.1K
CPG
437
Cornerstone Planning Group
New Jersey
$35.9K
FB
438
First Bancorp
Maine
$34.8K +$32K +444 New
DSC
439
Duncker Streett & Co
Missouri
$32.5K
Bank Julius Baer & Co
440
Bank Julius Baer & Co
Switzerland
$31.9K +$29.2K +406 New
CCWM
441
Cassaday & Co Wealth Management
Virginia
$31.4K
CYG
442
Clean Yield Group
Vermont
$29.8K
DWM
443
Dogwood Wealth Management
Kansas
$25.6K
FGC
444
Financial Gravity Companies
Texas
$24.9K +$22.8K +317 New
BFS
445
Bare Financial Services
Pennsylvania
$21.1K +$8.28K +115 +75%
SIS
446
Strategic Investment Solutions
Illinois
$19.3K
OPTFSNA
447
Old Point Trust & Financial Services N A
Virginia
$19.1K +$17.6K +244 New
GWM
448
Geneos Wealth Management
Colorado
$18.9K
BL
449
BFSG LLC
California
$17.6K
HFS
450
Hughes Financial Services
Virginia
$16.1K