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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
226
Stevens First Principles Investment Advisors
California
$59K
PMFA
227
Plante Moran Financial Advisors
Michigan
$57K +$44.7K +1,172 +458%
ZB
228
Zions Bancorporation
Utah
$56K +$28.6K +750 +113%
LWA
229
Lowe Wealth Advisors
Maryland
$55K +$38 +1 +0.1%
MA
230
MCF Advisors
Kentucky
$51K
TSW
231
Thompson Siegel & Walmsley
Virginia
$42K
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$41.5K +$4.46K +117 +13%
BDWM
233
Brewin Dolphin Wealth Management
Ireland
$41.4K +$39.7K +1,040 New
PRS
234
Pinkerton Retirement Specialists
Idaho
$40K
ClearBridge Investments
235
ClearBridge Investments
New York
$36K
First Manhattan
236
First Manhattan
New York
$36K
MFW
237
Mosaic Family Wealth
Missouri
$35K
AssetMark Inc
238
AssetMark Inc
California
$31K -$28K -735 -48%
FPS
239
Fieldpoint Private Securities
Connecticut
$31K +$29.9K +784 New
QCG
240
Quadrant Capital Group
Ohio
$30K +$10.2K +267 +42%
GRP
241
Global Retirement Partners
California
$29K +$12.1K +316 +76%
APSP
242
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K -$35.9K -940 -59%
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
$23K -$11K -287 -33%
MIP
244
Mondrian Investment Partners
United Kingdom
$23K +$17.4K +455 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$20K
RFA
246
Reilly Financial Advisors
California
$20K
SA
247
SRH Advisors
Kansas
$20K
GAM
248
Gemmer Asset Management
California
$19K
IWM
249
IHT Wealth Management
Illinois
$18K +$76 +2 +0.5%
MA
250
MUFG Americas
New York
$18K +$17.2K +450 New