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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Advantage Investment Management
Iowa
$83K +$16.4K +412 +26%
AAM
227
Advisors Asset Management
Colorado
$80K +$2.99K +75 +4%
CAL
228
Capital Advisors Ltd
Ohio
$79K
PCTC
229
Perkins Coie Trust Company
Washington
$77K
NSIM
230
North Star Investment Management
Illinois
$70K
OWA
231
One Wealth Advisors
California
$69K +$67K +1,680 New
AF
232
Allworth Financial
California
$67K
PMFA
233
Plante Moran Financial Advisors
Michigan
$67K +$7.45K +187 +13%
Chevy Chase Trust
234
Chevy Chase Trust
Maryland
$63K
SFPIA
235
Stevens First Principles Investment Advisors
California
$61K
ZB
236
Zions Bancorporation
Utah
$58K
LWA
237
Lowe Wealth Advisors
Maryland
$57K +$80 +2 +0.1%
WA
238
Waverly Advisors
Alabama
$54K +$52.1K +1,308 New
MA
239
MCF Advisors
Kentucky
$53K
GFP
240
Gryphon Financial Partners
Ohio
$48K +$46.8K +1,173 New
TSW
241
Thompson Siegel & Walmsley
Virginia
$44K
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$43K
BDWM
243
Brewin Dolphin Wealth Management
Ireland
$42.9K
PRS
244
Pinkerton Retirement Specialists
Idaho
$41K
SWMG
245
Signature Wealth Management Group
Georgia
$41K +$39.8K +999 New
ClearBridge Investments
246
ClearBridge Investments
New York
$37K
MFW
247
Mosaic Family Wealth
Missouri
$36K -$957 -24 -3%
QCG
248
Quadrant Capital Group
Ohio
$33K
OC
249
Oakworth Capital
Alabama
$31K -$39.9K -1,000 -56%
GRP
250
Global Retirement Partners
California
$30K