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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
251
TimeScale Financial
Massachusetts
$123K – – –
CWP
252
Concord Wealth Partners
Virginia
$103K – – –
ZB
253
Zions Bancorporation
Utah
$101K -$1.29K -25 -1%
CAL
254
Capital Advisors Ltd
Ohio
$98K – – –
PCTC
255
Perkins Coie Trust Company
Washington
$96K – – –
QT
256
Quantbot Technologies
New York
$89K -$1.15M -22,386 -93%
AF
257
Allworth Financial
California
$84K – – –
CFB
258
Cullen/Frost Bankers
Texas
$77K +$514 +10 +0.7%
JMF
259
Johnson Midwest Financial
Iowa
$76K +$206 +4 +0.3%
FMP
260
Financial Management Professionals
Texas
$73K +$1.18K +23 +2%
SPIA
261
Steward Partners Investment Advisory
New York
$72K – – –
LWA
262
Lowe Wealth Advisors
Maryland
$67K +$103 +2 +0.2%
CPC
263
Consolidated Planning Corp
Georgia
$63K +$63.1K +1,227 New
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$59K +$1.96K +38 +3%
ONST
265
Old North State Trust
North Carolina
$58K – – –
SWM
266
Spire Wealth Management
Virginia
$58K – – –
FPS
267
Fieldpoint Private Securities
Connecticut
$56K +$926 +18 +2%
KTC
268
Kistler-Tiffany Companies
Pennsylvania
$54K – – –
NSIM
269
North Star Investment Management
Illinois
$51K -$35.4K -689 -41%
MA
270
MCF Advisors
Kentucky
$46K – – –
FFA
271
Freedman Financial Associates
Massachusetts
$43K – – –
DSC
272
Duncker Streett & Co
Missouri
$42K – – –
ADL
273
Asset Dedication LLC
California
$41K +$16.7K +325 +70%
HPC
274
HM Payson & Co
Maine
$38K – – –
FA
275
Financial Advantage
Maryland
$37K – – –
9 10
11
12 13