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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Executive Wealth Management
Michigan
$82K
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$81K +$5.62K +153 +8%
CCM
228
Cribstone Capital Management
Maine
$78K
CAL
229
Capital Advisors Ltd
Ohio
$73K
PCTC
230
Perkins Coie Trust Company
Washington
$71K
AIM
231
Advantage Investment Management
Iowa
$69K -$13.1K -358 -17%
ACA
232
Atlas Capital Advisors
Wyoming
$66.8K
HNB
233
Huntington National Bank
Ohio
$65K -$18.7K -509 -23%
NSIM
234
North Star Investment Management
Illinois
$65K
CAW
235
Cornerstone Advisors (Washington)
Washington
$63K +$17.5K +476 +41%
AF
236
Allworth Financial
California
$62K
QCIG
237
Quad-Cities Investment Group
Iowa
$61K
LPWM
238
Lake Point Wealth Management
Texas
$59K
IC
239
Inscription Capital
Texas
$58K
ZB
240
Zions Bancorporation
Utah
$53K +$50.7K +1,380 New
AC
241
Avestar Capital
New York
$50K +$45.1K +1,228 +1,059%
BMM
242
Buffington Mohr McNeal
Idaho
$50K +$47.7K +1,300 New
LWA
243
Lowe Wealth Advisors
Maryland
$49K -$3.63K -99 -7%
MA
244
MCF Advisors
Kentucky
$49K
PMFA
245
Plante Moran Financial Advisors
Michigan
$49K
LC
246
Lindbrook Capital
California
$47K +$5.32K +145 +13%
TSW
247
Thompson Siegel & Walmsley
Virginia
$41K
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$40K
BDWM
249
Brewin Dolphin Wealth Management
Ireland
$39.9K
AssetMark Inc
250
AssetMark Inc
California
$39K -$514 -14 -1%