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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
MCF Advisors
Kentucky
$51K
PMFA
252
Plante Moran Financial Advisors
Michigan
$51K
SPIA
253
Steward Partners Investment Advisory
New York
$48K +$48K +1,200 New
CAW
254
Cornerstone Advisors (Washington)
Washington
$44K +$3.92K +98 +10%
TSW
255
Thompson Siegel & Walmsley
Virginia
$42K
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$41.4K
BDWM
257
Brewin Dolphin Wealth Management
Ireland
$41.4K
PRS
258
Pinkerton Retirement Specialists
Idaho
$40K
AssetMark Inc
259
AssetMark Inc
California
$38K +$1.56K +39 +4%
ClearBridge Investments
260
ClearBridge Investments
New York
$36K
SWMG
261
Signature Wealth Management Group
Georgia
$36K
UBS AM
262
UBS AM
Illinois
$35.5K -$82.5M -2,061,095 -100%
QCG
263
Quadrant Capital Group
Ohio
$35K +$5.44K +136 +15%
MFW
264
Mosaic Family Wealth
Missouri
$32K
AC
265
Avestar Capital
New York
$32K +$30.6K +765 +841%
PWAG
266
Polaris Wealth Advisory Group
California
$30K +$29.9K +748 New
GRP
267
Global Retirement Partners
California
$29K +$120 +3 +0.4%
APP
268
Avantax Planning Partners
Iowa
$29K +$29.3K +733 New
ONST
269
Old North State Trust
North Carolina
$29K +$30K +750 New
First Manhattan
270
First Manhattan
New York
$28K
MA
271
MUFG Americas
New York
$25K -$6K -150 -19%
APSP
272
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K
CAGAS
273
Capital Advisory Group Advisory Services
Minnesota
$24K
QI
274
QS Investors
New York
$23K -$168K -4,200 -88%
MIP
275
Mondrian Investment Partners
United Kingdom
$20K -$2.32K -58 -13%