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Sun Communities
SUI

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$9.95K – – –
VWA
452
Valued Wealth Advisors
Utah
$9.79K – – –
OCWP
453
Owl Creek Wealth Partners
Colorado
$9.45K +$9.69K +75 New
CPG
454
Cornerstone Planning Group
New Jersey
$8.54K +$3.62K +28 +68%
NSIM
455
North Star Investment Management
Illinois
$7.56K +$646 +5 +9%
SWP
456
Strategic Wealth Partners
Ohio
$7.18K – – –
GWP
457
Gen-Wealth Partners
Michigan
$6.93K – – –
HWP
458
Highline Wealth Partners
California
$6.42K – – –
KAS
459
Kemnay Advisory Services
New York
$6.17K +$6.33K +49 New
CFO
460
CVA Family Office
Colorado
$5.67K -$3.23K -25 -36%
IAAG
461
Innovative Asset Advisors Group
Connecticut
$5.59K +$5.69K +44 New
BBHC
462
Brown Brothers Harriman & Co
New York
$5.54K – – –
TWC
463
TD Waterhouse Canada
Ontario, Canada
$5.07K +$5.17K +40 New
C
464
Covestor
United Kingdom
$5K -$4.13K -32 -43%
FFO
465
Fortitude Family Office
Arizona
$4.54K – – –
PWA
466
Physician Wealth Advisors
Utah
$4.54K +$1.68K +13 +57%
RFP
467
Root Financial Partners
California
$4.54K +$3.88K +30 +500%
UB
468
UMB Bank
Missouri
$3.9K +$905 +7 +29%
MAFA
469
MJT & Associates Financial Advisory
Minnesota
$3.27K +$3.36K +26 New
CT
470
Clearstead Trust
Maine
$3.02K -$3.62K -28 -54%
IRC
471
Investors Research Corp
Georgia
$2.77K +$2.84K +22 New
IAIM
472
International Assets Investment Management
Florida
$2.67K – – –
KFAS
473
Keating Financial Advisory Services
Kansas
$2.65K +$2.58K +20 +2,000%
CH
474
Cromwell Holdings
Wyoming
$2.54K +$775 +6 +43%
PWPS
475
Pinnacle Wealth Planning Services
Ohio
$2.52K – – –
17 18
19
20 21