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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LC
251
Lindbrook Capital
California
$61K +$2.97K +71 +5%
LWA
252
Lowe Wealth Advisors
Maryland
$58K +$125 +3 +0.2%
MA
253
MCF Advisors
Kentucky
$57K – – –
PMFA
254
Plante Moran Financial Advisors
Michigan
$57K – – –
ACA
255
Atlas Capital Advisors
Wyoming
$52.2K -$24K -575 -33%
TSW
256
Thompson Siegel & Walmsley
Virginia
$48K – – –
PCM
257
Prelude Capital Management
New York
$48K +$45K +1,077 New
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$47K – – –
BDWM
259
Brewin Dolphin Wealth Management
Ireland
$46.6K – – –
SFS
260
Sowell Financial Services
Arkansas
$44K +$40.7K +974 New
WC
261
Weil Company
California
$41K +$38.4K +918 New
QI
262
QS Investors
New York
$35K +$4.18K +100 +15%
ONST
263
Old North State Trust
North Carolina
$34K – – –
UBS AM
264
UBS AM
Illinois
$33.5K – – –
HPC
265
HM Payson & Co
Maine
$33K – – –
FA
266
Financial Advantage
Maryland
$32K – – –
First Manhattan
267
First Manhattan
New York
$32K – – –
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K +$7.1K +170 +32%
NFG
269
Next Financial Group
Texas
$30K -$710 -17 -2%
APSP
270
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K – – –
MA
271
MUFG Americas
New York
$28K – – –
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
MIP
273
Mondrian Investment Partners
United Kingdom
$24K – – –
PCG
274
Private Capital Group
Connecticut
$23K – – –
RFA
275
Reilly Financial Advisors
California
$23K – – –