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Sun Communities
SUI

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
501
Signature Equity Partners
Ohio
$959 +$1K +8 New
EWP
502
Elevation Wealth Partners
California
$840 -$1.38K -11 -61%
RIL
503
Rothschild Investment LLC
Illinois
$719 -$33.8K -270 -98%
AA
504
Ancora Advisors
Ohio
$719 -$30.9K -247 -98%
CSC
505
Caldwell Sutter Capital
California
$719 – – –
MCM
506
Manchester Capital Management
Vermont
$600 -$250 -2 -29%
FHC
507
First Horizon Corporation
Tennessee
$600 – – –
LSA
508
Leonteq Securities AG
Switzerland
$600 – – –
PS
509
Planning Strategies
Pennsylvania
$600 +$625 +5 New
PWA
510
Physician Wealth Advisors
Utah
$480 -$4K -32 -89%
BIA
511
Bell Investment Advisors
California
$480 – – –
CFM
512
Cornerstone Financial Management
Massachusetts
$480 – – –
RWM
513
Rialto Wealth Management
New York
$480 – – –
AF
514
Alerus Financial
North Dakota
$480 +$500 +4 New
ACA
515
American Capital Advisory
Idaho
$480 +$500 +4 New
BFS
516
Bare Financial Services
Pennsylvania
$480 +$500 +4 New
AFC
517
Ares Financial Consulting
California
$402 – – –
MCM
518
MV Capital Management
Maryland
$360 -$250 -2 -40%
CFFP
519
Center for Financial Planning
Michigan
$360 +$375 +3 New
GIA
520
GHP Investment Advisors
Colorado
$240 – – –
SWM
521
SHP Wealth Management
Massachusetts
$210 +$250 +2 New
CCWM
522
Cassaday & Co Wealth Management
Virginia
$120 – – –
TFM
523
TFC Financial Management
Massachusetts
$120 – – –
AWM
524
Activest Wealth Management
Florida
$120 +$125 +1 New
AF
525
Advisornet Financial
Minnesota
$120 +$125 +1 New
19 20
21
22 23