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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CHC
251
City Holding Co
West Virginia
$178K
FC
252
FORA Capital
Florida
$170K +$165K +3,816 New
LC
253
Lindbrook Capital
California
$163K
Bessemer Group
254
Bessemer Group
New Jersey
$147K +$3.46K +80 +2%
PA
255
Parallel Advisors
California
$137K +$2.81K +65 +2%
FHA
256
First Horizon Advisors
Tennessee
$135K +$1.52K +35 +1%
SIC
257
Salem Investment Counselors
North Carolina
$133K
MC
258
Maverick Capital
Texas
$131K -$304K -7,025 -70%
IBOK
259
Independence Bank of Kentucky
Kentucky
$126K
CB
260
Community Bank
New York
$120K
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$109K +$106K +2,443 New
ZB
262
Zions Bancorporation
Utah
$106K -$217 -5 -0.2%
TF
263
TimeScale Financial
Massachusetts
$106K
CWP
264
Concord Wealth Partners
Virginia
$89K +$86.6K +2,000 New
DWM
265
Defined Wealth Management
Oregon
$86K +$84.2K +1,944 New
CAL
266
Capital Advisors Ltd
Ohio
$85K
BCV
267
Banque Cantonale Vaudoise
Switzerland
$85K +$82.3K +1,900 New
CCA
268
Childress Capital Advisors
Texas
$85K +$83.2K +1,921 New
HNB
269
Huntington National Bank
Ohio
$79K +$2.17K +50 +3%
QCG
270
Quadrant Capital Group
Ohio
$76K -$35.1K -810 -32%
NSIM
271
North Star Investment Management
Illinois
$75K
IAIM
272
International Assets Investment Management
Florida
$75K +$73K +1,685 New
AF
273
Allworth Financial
California
$72K
DSC
274
Duncker Streett & Co
Missouri
$72K
CFB
275
Cullen/Frost Bankers
Texas
$65K -$1.26K -29 -2%