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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
226
Independence Bank of Kentucky
Kentucky
$118K – – –
CAL
227
Capital Advisors Ltd
Ohio
$110K +$19.7K +490 +26%
VanEck Associates
228
VanEck Associates
New York
$103K +$5.63K +140 +6%
DSC
229
Duncker Streett & Co
Missouri
$101K – – –
ZB
230
Zions Bancorporation
Utah
$99K +$40.6K +1,010 +73%
TF
231
TimeScale Financial
Massachusetts
$99K +$96K +2,388 New
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$92K +$4.54K +113 +5%
EWM
233
Executive Wealth Management
Michigan
$89K +$482 +12 +0.6%
Simplex Trading
234
Simplex Trading
Illinois
$86K +$83.7K +2,082 New
CCM
235
Cribstone Capital Management
Maine
$84K – – –
TPWA
236
TRUE Private Wealth Advisors
Oregon
$80K +$78.1K +1,944 New
PCTC
237
Perkins Coie Trust Company
Washington
$77K – – –
HNB
238
Huntington National Bank
Ohio
$77K +$6.71K +167 +10%
CAW
239
Cornerstone Advisors (Washington)
Washington
$77K +$8.56K +213 +13%
AIM
240
Advantage Investment Management
Iowa
$74K – – –
ACA
241
Atlas Capital Advisors
Wyoming
$72K – – –
AF
242
Allworth Financial
California
$67K – – –
SPIA
243
Steward Partners Investment Advisory
New York
$65K +$63.8K +1,589 New
QCIG
244
Quad-Cities Investment Group
Iowa
$63K – – –
LPWM
245
Lake Point Wealth Management
Texas
$59K – – –
AC
246
Avestar Capital
New York
$53K – – –
MA
247
MCF Advisors
Kentucky
$53K – – –
PMFA
248
Plante Moran Financial Advisors
Michigan
$53K – – –
LWA
249
Lowe Wealth Advisors
Maryland
$53K +$40 +1 +0.1%
LC
250
Lindbrook Capital
California
$53K +$2.41K +60 +5%