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Sun Life Financial

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