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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Washington Trust
Rhode Island
$136K +$141K +3,404 New
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$133K – – –
GHCM
228
Glen Harbor Capital Management
California
$130K – – –
FHA
229
First Horizon Advisors
Tennessee
$120K – – –
SIC
230
Salem Investment Counselors
North Carolina
$120K – – –
S
231
SignatureFD
Georgia
$120K +$6.42K +155 +5%
IA
232
IFP Advisors
Florida
$115K +$3.15K +76 +3%
IBOK
233
Independence Bank of Kentucky
Kentucky
$114K – – –
HNB
234
Huntington National Bank
Ohio
$104K -$15.6K -378 -13%
CCM
235
Cribstone Capital Management
Maine
$104K – – –
AAM
236
Advisors Asset Management
Colorado
$102K +$21.6K +522 +26%
DSC
237
Duncker Streett & Co
Missouri
$98K – – –
AIM
238
Advantage Investment Management
Iowa
$80K – – –
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$80K +$82.4K +1,991 New
CAL
240
Capital Advisors Ltd
Ohio
$76K – – –
PCTC
241
Perkins Coie Trust Company
Washington
$75K – – –
OWA
242
One Wealth Advisors
California
$68K -$1.2K -29 -2%
NSIM
243
North Star Investment Management
Illinois
$68K – – –
Chevy Chase Trust
244
Chevy Chase Trust
Maryland
$66K – – –
AF
245
Allworth Financial
California
$65K – – –
QCIG
246
Quad-Cities Investment Group
Iowa
$62K +$64.2K +1,550 New
SFPIA
247
Stevens First Principles Investment Advisors
California
$59K – – –
LWA
248
Lowe Wealth Advisors
Maryland
$55K +$124 +3 +0.2%
PMFA
249
Plante Moran Financial Advisors
Michigan
$51K -$5.51K -133 -9%
MA
250
MCF Advisors
Kentucky
$51K – – –