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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$35K +$3.92K +93 +10%
AssetMark Inc
252
AssetMark Inc
California
$33K -$53.6K -1,271 -61%
MA
253
MUFG Americas
New York
$32K +$13.9K +330 +73%
GRP
254
Global Retirement Partners
California
$30K
PWAG
255
Polaris Wealth Advisory Group
California
$30K +$31K +736 New
First Manhattan
256
First Manhattan
New York
$29K
APSP
257
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K
CAGAS
258
Capital Advisory Group Advisory Services
Minnesota
$25K +$25.3K +600 New
HR
259
Howe & Rusling
New York
$25K +$25.4K +602 New
MIP
260
Mondrian Investment Partners
United Kingdom
$24K
PCG
261
Private Capital Group
Connecticut
$22K +$1.01K +24 +5%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$21K
RFA
263
Reilly Financial Advisors
California
$21K
SA
264
SRH Advisors
Kansas
$21K
GAM
265
Gemmer Asset Management
California
$21K +$1.48K +35 +7%
CCM
266
Covington Capital Management
California
$19K
SWP
267
Stratos Wealth Partners
Ohio
$19K
AF
268
Advisornet Financial
Minnesota
$18K
SP
269
SWS Partners
Ohio
$18K
IWM
270
IHT Wealth Management
Illinois
$18K +$42 +1 +0.2%
SF
271
Synovus Financial
Georgia
$18K +$18.7K +443 New
VanEck Associates
272
VanEck Associates
New York
$17K +$17.7K +420 New
VFA
273
Valeo Financial Advisors
Indiana
$16K
PCP
274
Proficio Capital Partners
Massachusetts
$16K +$1.85K +44 +12%
WIM
275
Westside Investment Management
California
$14.4K