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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
226
Duncker Streett & Co
Missouri
$101K
ZB
227
Zions Bancorporation
Utah
$99K +$40.6K +1,010 +73%
TF
228
TimeScale Financial
Massachusetts
$99K +$96K +2,388 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$92K +$4.54K +113 +5%
EWM
230
Executive Wealth Management
Michigan
$89K +$482 +12 +0.6%
Simplex Trading
231
Simplex Trading
Illinois
$86K +$83.7K +2,082 New
CCM
232
Cribstone Capital Management
Maine
$84K
TPWA
233
TRUE Private Wealth Advisors
Oregon
$80K +$78.1K +1,944 New
PCTC
234
Perkins Coie Trust Company
Washington
$77K
HNB
235
Huntington National Bank
Ohio
$77K +$6.71K +167 +10%
CAW
236
Cornerstone Advisors (Washington)
Washington
$77K +$8.56K +213 +13%
AIM
237
Advantage Investment Management
Iowa
$74K
ACA
238
Atlas Capital Advisors
Wyoming
$72K
AF
239
Allworth Financial
California
$67K
SPIA
240
Steward Partners Investment Advisory
New York
$65K +$63.8K +1,589 New
QCIG
241
Quad-Cities Investment Group
Iowa
$63K
LPWM
242
Lake Point Wealth Management
Texas
$59K
AC
243
Avestar Capital
New York
$53K
MA
244
MCF Advisors
Kentucky
$53K
PMFA
245
Plante Moran Financial Advisors
Michigan
$53K
LWA
246
Lowe Wealth Advisors
Maryland
$53K +$40 +1 +0.1%
LC
247
Lindbrook Capital
California
$53K +$2.41K +60 +5%
TSW
248
Thompson Siegel & Walmsley
Virginia
$44K
BDWM
249
Brewin Dolphin Wealth Management
Ireland
$43K
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$43K