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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Human Investing
Oregon
$17K
BCA
277
Berman Capital Advisors
Georgia
$13K
DOA
278
D'Orazio & Associates
Virginia
$13K
SIAS
279
Shine Investment Advisory Services
Colorado
$13K
PCP
280
Proficio Capital Partners
Massachusetts
$11K +$5.3K +132 +96%
CBT
281
Capital Bank & Trust
California
$10K
SSB
282
Sandy Spring Bank
Maryland
$10K
TFS
283
TrustCore Financial Services
Tennessee
$10K
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$9K +$9.04K +225 New
BFEC
285
Benjamin F. Edwards & Company
Missouri
$8K
CTC
286
Central Trust Company
Missouri
$8K
RIA
287
Realta Investment Advisors
Delaware
$8K
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$844 +21 +12%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$8K +$1K +25 +15%
Parallax Volatility Advisers
290
Parallax Volatility Advisers
California
$8K +$7.63K +190 New
AIM
291
Arcadia Investment Management
Michigan
$8K +$8.04K +200 New
BWM
292
Baystate Wealth Management
Massachusetts
$7K
OC
293
Oakworth Capital
Alabama
$6K
BL
294
Balentine LLC
Georgia
$5K +$5.26K +131 New
ClearBridge Investments
295
ClearBridge Investments
New York
$4K
EARNEST Partners
296
EARNEST Partners
Georgia
$4K
LWA
297
Lenox Wealth Advisors
New York
$3K
AssetMark Inc
298
AssetMark Inc
California
$2K -$39.4K -981 -96%
MWM
299
Meridian Wealth Management
Kentucky
$1.64K +$159K +3,957 New
W
300
WealthStone
Ohio
$537 +$522 +13 New