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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
251
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K -$21.7K -500 -11%
CHC
252
City Holding Co
West Virginia
$178K – – –
FC
253
FORA Capital
Florida
$170K +$165K +3,816 New
LC
254
Lindbrook Capital
California
$163K – – –
Bessemer Group
255
Bessemer Group
New Jersey
$147K +$3.46K +80 +2%
PA
256
Parallel Advisors
California
$137K +$2.81K +65 +2%
FHA
257
First Horizon Advisors
Tennessee
$135K +$1.52K +35 +1%
SIC
258
Salem Investment Counselors
North Carolina
$133K – – –
MC
259
Maverick Capital
Texas
$131K -$304K -7,025 -70%
IBOK
260
Independence Bank of Kentucky
Kentucky
$126K – – –
CB
261
Community Bank
New York
$120K – – –
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$109K +$106K +2,443 New
ZB
263
Zions Bancorporation
Utah
$106K -$217 -5 -0.2%
TF
264
TimeScale Financial
Massachusetts
$106K – – –
CWP
265
Concord Wealth Partners
Virginia
$89K +$86.6K +2,000 New
DWM
266
Defined Wealth Management
Oregon
$86K +$84.2K +1,944 New
CAL
267
Capital Advisors Ltd
Ohio
$85K – – –
BCV
268
Banque Cantonale Vaudoise
Switzerland
$85K +$82.3K +1,900 New
CCA
269
Childress Capital Advisors
Texas
$85K +$83.2K +1,921 New
HNB
270
Huntington National Bank
Ohio
$79K +$2.17K +50 +3%
QCG
271
Quadrant Capital Group
Ohio
$76K -$35.1K -810 -32%
NSIM
272
North Star Investment Management
Illinois
$75K – – –
IAIM
273
International Assets Investment Management
Florida
$75K +$73K +1,685 New
AF
274
Allworth Financial
California
$72K – – –
DSC
275
Duncker Streett & Co
Missouri
$72K – – –