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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
451
Hughes Financial Services
Virginia
$16.1K – – –
ZBNA
452
Zions Bancorporation, National Association
Utah
$15.8K – – –
SS
453
SBI Securities
Japan
$14.5K – – –
CMP
454
Coston McIsaac & Partners
Maine
$14K +$13.2K +183 New
KG
455
Kilter Group
New York
$13.6K +$9.93K +138 +383%
WTA
456
Washington Trust Advisors
Massachusetts
$12.9K – – –
FMP
457
Financial Management Professionals
Texas
$12.9K +$1.44K +20 +14%
HBW
458
Hazlett, Burt & Watson
West Virginia
$12K – – –
TWD
459
True Wealth Design
Ohio
$10.7K – – –
AA
460
Ancora Advisors
Ohio
$10.6K -$10.7K -148 -52%
EWP
461
Elevation Wealth Partners
California
$9.49K +$8.71K +121 New
TPCW
462
TD Private Client Wealth
New York
$8.23K +$4.61K +64 +156%
KFI
463
Key Financial Inc
Pennsylvania
$7.76K – – –
CFM
464
Cornerstone Financial Management
Massachusetts
$7.68K +$5.97K +83 +553%
BC
465
Barrett & Company
Rhode Island
$7.37K – – –
APFP
466
Action Point Financial Planning
Michigan
$6.74K +$6.19K +86 New
FC
467
Financial Consulate
Maryland
$6.43K +$432 +6 +8%
JAM
468
JCIC Asset Management
Ontario, Canada
$5.94K – – –
BIA
469
Bell Investment Advisors
California
$5.57K -$7.12K -99 -58%
IFWM
470
Institute for Wealth Management
Colorado
$5.46K +$5.04K +70 New
CIAS
471
CBIZ Investment Advisory Services
Ohio
$5.44K – – –
HWP
472
Highline Wealth Partners
California
$5.41K – – –
BFPW
473
BOK Financial Private Wealth
Colorado
$4.78K +$4.39K +61 New
JFA
474
JNBA Financial Advisors
Minnesota
$4.16K +$3.81K +53 New
NSIM
475
North Star Investment Management
Illinois
$3.69K – – –
17 18
19
20 21