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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$52K +$38 +1 +0.1%
LWA
227
Lowe Wealth Advisors
Maryland
$50K -$7.6K -200 -13%
MA
228
MCF Advisors
Kentucky
$47K +$29.6K +780 +156%
ClearBridge Investments
229
ClearBridge Investments
New York
$42K -$418 -11 -0.9%
OC
230
Oakworth Capital
Alabama
$42K – – –
TSW
231
Thompson Siegel & Walmsley
Virginia
$39K +$40.6K +1,067 New
PRS
232
Pinkerton Retirement Specialists
Idaho
$36K +$37.9K +998 New
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$33.8K – – –
First Manhattan
234
First Manhattan
New York
$33K – – –
MFW
235
Mosaic Family Wealth
Missouri
$32K – – –
UWPG
236
Ullmann Wealth Partners Group
Florida
$31K +$32.8K +862 New
ZB
237
Zions Bancorporation
Utah
$30K -$12.8K -336 -29%
FANJ
238
Financial Architects (New Jersey)
New Jersey
$20K – – –
FCB
239
First Command Bank
Texas
$19K – – –
FCFS
240
First Command Financial Services
Texas
$19K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
GAM
242
Gemmer Asset Management
California
$18K – – –
SA
243
SRH Advisors
Kansas
$18K – – –
QCG
244
Quadrant Capital Group
Ohio
$17K +$6.27K +165 +43%
SF
245
Synovus Financial
Georgia
$16K -$7.83K -206 -32%
IWM
246
IHT Wealth Management
Illinois
$16K +$38 +1 +0.2%
GRP
247
Global Retirement Partners
California
$15K – – –
Group One Trading
248
Group One Trading
Illinois
$15K +$15.2K +400 New
PCP
249
Proficio Capital Partners
Massachusetts
$14K +$5.63K +148 +52%
RFA
250
Reilly Financial Advisors
California
$13K +$10.5K +275 +316%