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Sun Communities
SUI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
501
Whipplewood Advisors
Colorado
$1.08K +$125 +1 +13%
CAL
502
Capital Advisors Ltd
Ohio
$1K – – –
SEP
503
Signature Equity Partners
Ohio
$959 +$1K +8 New
EWP
504
Elevation Wealth Partners
California
$840 -$1.38K -11 -61%
RIL
505
Rothschild Investment LLC
Illinois
$719 -$33.8K -270 -98%
AA
506
Ancora Advisors
Ohio
$719 -$30.9K -247 -98%
CSC
507
Caldwell Sutter Capital
California
$719 – – –
PWA
508
Principia Wealth Advisory
Texas
$719 +$125 +1 +20%
MCM
509
Manchester Capital Management
Vermont
$600 -$250 -2 -29%
FHC
510
First Horizon Corporation
Tennessee
$600 – – –
LSA
511
Leonteq Securities AG
Switzerland
$600 – – –
PS
512
Planning Strategies
Pennsylvania
$600 +$625 +5 New
SVCP
513
Silicon Valley Capital Partners
California
$484 – – –
PWA
514
Physician Wealth Advisors
Utah
$480 -$4K -32 -89%
BIA
515
Bell Investment Advisors
California
$480 – – –
CFM
516
Cornerstone Financial Management
Massachusetts
$480 – – –
RWM
517
Rialto Wealth Management
New York
$480 – – –
AF
518
Alerus Financial
North Dakota
$480 +$500 +4 New
ACA
519
American Capital Advisory
Idaho
$480 +$500 +4 New
BFS
520
Bare Financial Services
Pennsylvania
$480 +$500 +4 New
AFC
521
Ares Financial Consulting
California
$402 – – –
MCM
522
MV Capital Management
Maryland
$360 -$250 -2 -40%
CFFP
523
Center for Financial Planning
Michigan
$360 +$375 +3 New
GIA
524
GHP Investment Advisors
Colorado
$240 – – –
SWM
525
SHP Wealth Management
Massachusetts
$210 +$250 +2 New
19 20
21
22 23