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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
251
Lowe Wealth Advisors
Maryland
$53K +$81 +2 +0.2%
PMFA
252
Plante Moran Financial Advisors
Michigan
$52K – – –
FMP
253
Financial Management Professionals
Texas
$51K +$50.5K +1,249 New
ONST
254
Old North State Trust
North Carolina
$46K +$45.7K +1,129 New
BDWM
255
Brewin Dolphin Wealth Management
Ireland
$42.4K – – –
MPWT
256
MassMutual Private Wealth & Trust
Connecticut
$42K -$7.08K -175 -14%
SFS
257
Sowell Financial Services
Arkansas
$41K +$283 +7 +0.7%
MA
258
MCF Advisors
Kentucky
$36K – – –
EFSCE
259
Enterprise Financial Services Corp (EFSC)
Missouri
$30K – – –
HPC
260
HM Payson & Co
Maine
$30K – – –
NFG
261
Next Financial Group
Texas
$30K +$29.7K +734 New
FA
262
Financial Advantage
Maryland
$29K – – –
FCM
263
Firestone Capital Management
Florida
$29K – – –
First Manhattan
264
First Manhattan
New York
$29K – – –
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K – – –
SL
266
Savior LLC
Massachusetts
$28K – – –
PFS
267
Prospera Financial Services
Texas
$27K +$26.4K +652 New
CAGAS
268
Capital Advisory Group Advisory Services
Minnesota
$24K – – –
MWP
269
Meridian Wealth Partners
Pennsylvania
$23K – – –
SWA
270
Sutton Wealth Advisors
Florida
$22.5K – – –
JWM
271
Jeppson Wealth Management
California
$22K +$22.2K +550 New
PP
272
Pacifica Partners
Canada
$21K -$28.3K -700 -58%
CA
273
Clearstead Advisors
Ohio
$21K – – –
GAM
274
Gemmer Asset Management
California
$21K – – –
PCG
275
Private Capital Group
Connecticut
$21K – – –