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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
226
Lowe Wealth Advisors
Maryland
$50K -$7.6K -200 -13%
MA
227
MCF Advisors
Kentucky
$47K +$29.6K +780 +156%
ClearBridge Investments
228
ClearBridge Investments
New York
$42K -$418 -11 -0.9%
OC
229
Oakworth Capital
Alabama
$42K
TSW
230
Thompson Siegel & Walmsley
Virginia
$39K +$40.6K +1,067 New
PRS
231
Pinkerton Retirement Specialists
Idaho
$36K +$37.9K +998 New
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$33.8K
First Manhattan
233
First Manhattan
New York
$33K
MFW
234
Mosaic Family Wealth
Missouri
$32K
UWPG
235
Ullmann Wealth Partners Group
Florida
$31K +$32.8K +862 New
ZB
236
Zions Bancorporation
Utah
$30K -$12.8K -336 -29%
FANJ
237
Financial Architects (New Jersey)
New Jersey
$20K
FCB
238
First Command Bank
Texas
$19K
FCFS
239
First Command Financial Services
Texas
$19K
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$18K
GAM
241
Gemmer Asset Management
California
$18K
SA
242
SRH Advisors
Kansas
$18K
QCG
243
Quadrant Capital Group
Ohio
$17K +$6.27K +165 +43%
SF
244
Synovus Financial
Georgia
$16K -$7.83K -206 -32%
IWM
245
IHT Wealth Management
Illinois
$16K +$38 +1 +0.2%
GRP
246
Global Retirement Partners
California
$15K
Group One Trading
247
Group One Trading
Illinois
$15K +$15.2K +400 New
PCP
248
Proficio Capital Partners
Massachusetts
$14K +$5.63K +148 +52%
RFA
249
Reilly Financial Advisors
California
$13K +$10.5K +275 +316%
WIM
250
Westside Investment Management
California
$12.6K