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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$357K +$41.2K +855 +13%
BFM
227
Boston Financial Management
Massachusetts
$350K +$361K +7,491 New
Brown Advisory
228
Brown Advisory
Maryland
$341K +$352K +7,305 New
API
229
Advisor Partners II
California
$335K +$90.8K +1,886 +36%
WF
230
Welch & Forbes
Massachusetts
$328K +$2.12K +44 +0.6%
WFI
231
West Family Investments
California
$320K
MA
232
MONECO Advisors
Connecticut
$318K +$119K +2,475 +57%
TI
233
Trexquant Investment
Connecticut
$316K -$29K -602 -8%
DTC
234
Davidson Trust Company
Washington
$313K -$14.9K -310 -4%
PCM
235
Parsons Capital Management
Rhode Island
$311K
LF
236
Lee Financial
Texas
$310K +$320K +6,641 New
OTPPB
237
Ontario Teachers' Pension Plan Board
Ontario, Canada
$307K
PCIA
238
Prime Capital Investment Advisors
Kansas
$296K -$104K -2,169 -25%
WANY
239
Wealthspire Advisors (New York)
New York
$293K +$64.3K +1,335 +27%
SC
240
Savant Capital
Illinois
$293K +$302K +6,264 New
ASN
241
Advisory Services Network
Georgia
$291K +$4.14K +86 +1%
PA
242
Pinnacle Associates
New York
$287K
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$284K -$867 -18 -0.3%
SCM
244
Stonebridge Capital Management
California
$282K
HCM
245
Heathbridge Capital Management
Ontario, Canada
$280K
CAM
246
Cozad Asset Management
Illinois
$278K -$22.6K -470 -7%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$275K +$17.8K +370 +7%
FTDI
248
First Trust Direct Indexing
Massachusetts
$268K +$57.7K +1,198 +26%
BPA
249
Beacon Pointe Advisors
California
$260K +$269K +5,578 New
RFC
250
Regions Financial Corp
Alabama
$256K +$3.71K +77 +1%