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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
276
SRH Advisors
Kansas
$22K – – –
CCM
277
Covington Capital Management
California
$21K – – –
AIC
278
Ameritas Investment Company
Nebraska
$21K +$20K +478 New
GRP
279
Global Retirement Partners
California
$20K -$3.34K -80 -15%
JCM
280
Jacobi Capital Management
Pennsylvania
$20K +$125 +3 +0.7%
AF
281
Advisornet Financial
Minnesota
$20K +$18.4K +441 New
HI
282
Human Investing
Oregon
$19K – – –
BCA
283
Berman Capital Advisors
Georgia
$15K +$42 +1 +0.3%
DOA
284
D'Orazio & Associates
Virginia
$14K – – –
SIAS
285
Shine Investment Advisory Services
Colorado
$14K – – –
PC
286
PhiloSmith Capital
Connecticut
$13K +$12.5K +300 New
CBT
287
Capital Bank & Trust
California
$11K – – –
SSB
288
Sandy Spring Bank
Maryland
$10K – – –
TFS
289
TrustCore Financial Services
Tennessee
$10K – – –
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$10K +$1.21K +29 +15%
AIM
291
Arcadia Investment Management
Michigan
$9K – – –
CTC
292
Central Trust Company
Missouri
$9K – – –
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
RIA
294
Realta Investment Advisors
Delaware
$9K – – –
BFEC
295
Benjamin F. Edwards & Company
Missouri
$8K – – –
FHA
296
Flagship Harbor Advisors
Massachusetts
$8K +$8.36K +200 New
BWM
297
Baystate Wealth Management
Massachusetts
$7K +$84 +2 +1%
BL
298
Balentine LLC
Georgia
$6K – – –
OC
299
Oakworth Capital
Alabama
$6K – – –
EW
300
Evoke Wealth
California
$5.98K +$5.56K +133 New
10 11
12
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