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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
226
Duncker Streett & Co
Missouri
$100K
AAM
227
Advisors Asset Management
Colorado
$83K +$3.71K +88 +5%
AIM
228
Advantage Investment Management
Iowa
$82K
CAL
229
Capital Advisors Ltd
Ohio
$78K
PCTC
230
Perkins Coie Trust Company
Washington
$76K
OWA
231
One Wealth Advisors
California
$71K +$1.77K +42 +3%
APP
232
Avantax Planning Partners
Iowa
$71K +$72.3K +1,716 New
WDL
233
Well Done LLC
Michigan
$70K +$71.5K +1,696 New
NSIM
234
North Star Investment Management
Illinois
$69K
AF
235
Allworth Financial
California
$67K
Chevy Chase Trust
236
Chevy Chase Trust
Maryland
$67K
SFPIA
237
Stevens First Principles Investment Advisors
California
$61K
PMFA
238
Plante Moran Financial Advisors
Michigan
$58K -$8.6K -204 -13%
LWA
239
Lowe Wealth Advisors
Maryland
$57K +$42 +1 +0.1%
MA
240
MCF Advisors
Kentucky
$53K
FC
241
Ferris Capital
Massachusetts
$52K +$53.6K +1,272 New
TSW
242
Thompson Siegel & Walmsley
Virginia
$44K
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$42.8K
BDWM
244
Brewin Dolphin Wealth Management
Ireland
$42.8K
CAW
245
Cornerstone Advisors (Washington)
Washington
$42K +$35K +829 +441%
PRS
246
Pinkerton Retirement Specialists
Idaho
$41K
SWMG
247
Signature Wealth Management Group
Georgia
$41K
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
$40K +$15.9K +378 +62%
ClearBridge Investments
249
ClearBridge Investments
New York
$37K
MFW
250
Mosaic Family Wealth
Missouri
$35K