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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$20K -$1.92K -48 -9%
PCG
277
Private Capital Group
Connecticut
$20K – – –
RFA
278
Reilly Financial Advisors
California
$20K – – –
SIS
279
Sound Income Strategies
Florida
$20K – – –
SA
280
SRH Advisors
Kansas
$20K – – –
GAM
281
Gemmer Asset Management
California
$19K -$2.04K -51 -9%
SWP
282
Stratos Wealth Partners
Ohio
$19K +$18.8K +469 New
CCM
283
Covington Capital Management
California
$18K – – –
JCM
284
Jacobi Capital Management
Pennsylvania
$17K +$160 +4 +0.9%
TRCT
285
Tower Research Capital (TRC)
New York
$17K +$14.1K +352 +409%
PCP
286
Proficio Capital Partners
Massachusetts
$16K – – –
VFA
287
Valeo Financial Advisors
Indiana
$15K – – –
WIM
288
Westside Investment Management
California
$14.2K – – –
BWM
289
Baystate Wealth Management
Massachusetts
$14K +$8.24K +206 +131%
DOA
290
D'Orazio & Associates
Virginia
$13K – – –
SIAS
291
Shine Investment Advisory Services
Colorado
$13K – – –
LIA
292
LS Investment Advisors
Michigan
$11K – – –
GI
293
Gradient Investments
Minnesota
$11K +$80 +2 +0.7%
CWSR
294
Chessman Wealth Strategies RIA
Texas
$11K +$11.2K +279 New
CBT
295
Capital Bank & Trust
California
$10K – – –
SSB
296
Sandy Spring Bank
Maryland
$9K – – –
TFS
297
TrustCore Financial Services
Tennessee
$9K – – –
SBL
298
Sargent Bickham Lagudis
Colorado
$9K +$8.84K +221 New
RCAG
299
Rehmann Capital Advisory Group
Michigan
$8.51K – – –
CTC
300
Central Trust Company
Missouri
$8K – – –