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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
251
Lowe Wealth Advisors
Maryland
$58K +$125 +3 +0.2%
MA
252
MCF Advisors
Kentucky
$57K
PMFA
253
Plante Moran Financial Advisors
Michigan
$57K
ACA
254
Atlas Capital Advisors
Wyoming
$52.2K -$24K -575 -33%
TSW
255
Thompson Siegel & Walmsley
Virginia
$48K
PCM
256
Prelude Capital Management
New York
$48K +$45K +1,077 New
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$47K
BDWM
258
Brewin Dolphin Wealth Management
Ireland
$46.6K
SFS
259
Sowell Financial Services
Arkansas
$44K +$40.7K +974 New
WC
260
Weil Company
California
$41K +$38.4K +918 New
QI
261
QS Investors
New York
$35K +$4.18K +100 +15%
ONST
262
Old North State Trust
North Carolina
$34K
UBS AM
263
UBS AM
Illinois
$33.5K
HPC
264
HM Payson & Co
Maine
$33K
FA
265
Financial Advantage
Maryland
$32K
First Manhattan
266
First Manhattan
New York
$32K
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K +$7.1K +170 +32%
NFG
268
Next Financial Group
Texas
$30K -$710 -17 -2%
APSP
269
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K
MA
270
MUFG Americas
New York
$28K
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
$27K
MIP
272
Mondrian Investment Partners
United Kingdom
$24K
PCG
273
Private Capital Group
Connecticut
$23K
RFA
274
Reilly Financial Advisors
California
$23K
GAM
275
Gemmer Asset Management
California
$22K