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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JAM
426
JCIC Asset Management
Ontario, Canada
$5.94K
BC
427
Barrett & Company
Rhode Island
$5.88K
CIAS
428
CBIZ Investment Advisory Services
Ohio
$5.44K +$5.56K +87 New
FC
429
Financial Consulate
Maryland
$4.75K -$71.9K -1,124 -94%
HWP
430
Highline Wealth Partners
California
$4.32K +$3.77K +59 +590%
NSIM
431
North Star Investment Management
Illinois
$2.94K +$447 +7 +18%
TPCW
432
TD Private Client Wealth
New York
$2.56K -$128 -2 -5%
KG
433
Kilter Group
New York
$2.25K +$384 +6 +20%
RFP
434
Root Financial Partners
California
$2.19K +$767 +12 +52%
Optiver Holding
435
Optiver Holding
Netherlands
$2K +$1.73K +27 +540%
PCM
436
Penserra Capital Management
California
$2K
RWM
437
Raffa Wealth Management
District of Columbia
$1.56K
CFD
438
Creative Financial Designs
Indiana
$1.25K
NRG
439
Nemes Rush Group
Michigan
$1.19K
SHIM
440
Stone House Investment Management
Pennsylvania
$1K +$256 +4 +33%
GBT
441
Grove Bank & Trust
Florida
$1K +$1.02K +16 New
CFM
442
Cornerstone Financial Management
Massachusetts
$938
GFA
443
Godfrey Financial Associates
New York
$813
SGK
444
Steigerwald Gordon & Koch
Virginia
$751
MCM
445
MV Capital Management
Maryland
$689 +$384 +6 +120%
Simplex Trading
446
Simplex Trading
Illinois
$437 -$128 -2 -22%
Victory Capital Management
447
Victory Capital Management
Texas
$375
IPS
448
Investors Portfolio Services
Washington
$281 +$256 +4 New
BWL
449
Bogart Wealth LLC
Virginia
$250 +$256 +4 New
TFA
450
Transamerica Financial Advisors
Florida
$62 +$64 +1 New