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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
251
Thompson Siegel & Walmsley
Virginia
$43K – – –
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$41.8K – – –
BDWM
253
Brewin Dolphin Wealth Management
Ireland
$41.7K – – –
CAW
254
Cornerstone Advisors (Washington)
Washington
$41K – – –
Envestnet Asset Management
255
Envestnet Asset Management
Illinois
$41K +$911 +22 +2%
PRS
256
Pinkerton Retirement Specialists
Idaho
$40K – – –
SWMG
257
Signature Wealth Management Group
Georgia
$40K – – –
VanEck Associates
258
VanEck Associates
New York
$40K +$23.3K +562 +134%
AssetMark Inc
259
AssetMark Inc
California
$37K +$4.64K +112 +14%
MFW
260
Mosaic Family Wealth
Missouri
$35K – – –
LWA
261
Lenox Wealth Advisors
New York
$31K -$85K -2,053 -73%
MA
262
MUFG Americas
New York
$31K – – –
QCG
263
Quadrant Capital Group
Ohio
$30K -$3.85K -93 -9%
GRP
264
Global Retirement Partners
California
$30K +$124 +3 +0.4%
First Manhattan
265
First Manhattan
New York
$29K – – –
APSP
266
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K – – –
CF
267
Centaurus Financial
California
$25K +$26K +627 New
CAGAS
268
Capital Advisory Group Advisory Services
Minnesota
$24K – – –
MIP
269
Mondrian Investment Partners
United Kingdom
$24K – – –
GAM
270
Gemmer Asset Management
California
$22K +$662 +16 +3%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$22K +$1.99K +48 +10%
RFA
272
Reilly Financial Advisors
California
$21K – – –
PCG
273
Private Capital Group
Connecticut
$20K -$993 -24 -4%
SA
274
SRH Advisors
Kansas
$20K – – –
SIS
275
Sound Income Strategies
Florida
$20K +$20.7K +500 New