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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
251
Concord Wealth Partners
Virginia
$103K – – –
ZB
252
Zions Bancorporation
Utah
$102K -$2.59K -49 -2%
CAL
253
Capital Advisors Ltd
Ohio
$98K – – –
PCTC
254
Perkins Coie Trust Company
Washington
$96K – – –
TRCT
255
Tower Research Capital (TRC)
New York
$89K -$12.2K -231 -12%
NSIM
256
North Star Investment Management
Illinois
$87K – – –
AF
257
Allworth Financial
California
$84K – – –
JMF
258
Johnson Midwest Financial
Iowa
$76K +$423 +8 +0.5%
CFB
259
Cullen/Frost Bankers
Texas
$76K +$475 +9 +0.6%
SPIA
260
Steward Partners Investment Advisory
New York
$72K -$46.2K -875 -39%
FMP
261
Financial Management Professionals
Texas
$72K +$1.22K +23 +2%
LWA
262
Lowe Wealth Advisors
Maryland
$67K +$53 +1 +0.1%
SWM
263
Spire Wealth Management
Virginia
$59K – – –
ONST
264
Old North State Trust
North Carolina
$58K – – –
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$57K +$3.86K +73 +7%
FPS
266
Fieldpoint Private Securities
Connecticut
$57K +$5.39K +102 +10%
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$54K +$55.4K +1,049 New
MA
268
MCF Advisors
Kentucky
$46K – – –
FFA
269
Freedman Financial Associates
Massachusetts
$43K – – –
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$1.43K +27 +3%
DSC
271
Duncker Streett & Co
Missouri
$42K -$42.9K -813 -50%
HPC
272
HM Payson & Co
Maine
$38K – – –
NFG
273
Next Financial Group
Texas
$37K -$581 -11 -2%
FA
274
Financial Advantage
Maryland
$37K – – –
FCM
275
Firestone Capital Management
Florida
$37K – – –
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11
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