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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
451
Zions Bancorporation, National Association
Utah
$15.8K – – –
SS
452
SBI Securities
Japan
$14.5K – – –
CMP
453
Coston McIsaac & Partners
Maine
$14K +$13.2K +183 New
KG
454
Kilter Group
New York
$13.6K +$9.93K +138 +383%
WTA
455
Washington Trust Advisors
Massachusetts
$12.9K – – –
FMP
456
Financial Management Professionals
Texas
$12.9K +$1.44K +20 +14%
HBW
457
Hazlett, Burt & Watson
West Virginia
$12K – – –
TWD
458
True Wealth Design
Ohio
$10.7K – – –
AA
459
Ancora Advisors
Ohio
$10.6K -$10.7K -148 -52%
EWP
460
Elevation Wealth Partners
California
$9.49K +$8.71K +121 New
TPCW
461
TD Private Client Wealth
New York
$8.23K +$4.61K +64 +156%
KFI
462
Key Financial Inc
Pennsylvania
$7.76K – – –
CFM
463
Cornerstone Financial Management
Massachusetts
$7.68K +$5.97K +83 +553%
BC
464
Barrett & Company
Rhode Island
$7.37K – – –
APFP
465
Action Point Financial Planning
Michigan
$6.74K +$6.19K +86 New
FC
466
Financial Consulate
Maryland
$6.43K +$432 +6 +8%
JAM
467
JCIC Asset Management
Ontario, Canada
$5.94K – – –
BIA
468
Bell Investment Advisors
California
$5.57K -$7.12K -99 -58%
IFWM
469
Institute for Wealth Management
Colorado
$5.46K +$5.04K +70 New
CIAS
470
CBIZ Investment Advisory Services
Ohio
$5.44K – – –
HWP
471
Highline Wealth Partners
California
$5.41K – – –
BFPW
472
BOK Financial Private Wealth
Colorado
$4.78K +$4.39K +61 New
JFA
473
JNBA Financial Advisors
Minnesota
$4.16K +$3.81K +53 New
NSIM
474
North Star Investment Management
Illinois
$3.69K – – –
RWM
475
Raffa Wealth Management
District of Columbia
$3.21K +$1.15K +16 +64%
17 18
19
20 21