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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
276
Perkins Coie Trust Company
Washington
$95K +$91.6K +1,871 New
HNB
277
Huntington National Bank
Ohio
$90K +$832 +17 +1%
NSIM
278
North Star Investment Management
Illinois
$85K – – –
AF
279
Allworth Financial
California
$82K – – –
DSC
280
Duncker Streett & Co
Missouri
$82K – – –
JMF
281
Johnson Midwest Financial
Iowa
$74K – – –
CFB
282
Cullen/Frost Bankers
Texas
$74K +$979 +20 +1%
FMP
283
Financial Management Professionals
Texas
$70K +$3.53K +72 +6%
LWA
284
Lowe Wealth Advisors
Maryland
$66K +$98 +2 +0.2%
ONST
285
Old North State Trust
North Carolina
$57K – – –
SWM
286
Spire Wealth Management
Virginia
$57K +$55.6K +1,136 New
SFS
287
Sowell Financial Services
Arkansas
$56K +$686 +14 +1%
CL
288
COWA LLC
Oklahoma
$54K – – –
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$53K – – –
FPS
290
Fieldpoint Private Securities
Connecticut
$49K +$47.7K +975 New
MA
291
MCF Advisors
Kentucky
$45K – – –
FFA
292
Freedman Financial Associates
Massachusetts
$43K – – –
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$2.99K +61 +8%
HPC
294
HM Payson & Co
Maine
$38K – – –
FA
295
Financial Advantage
Maryland
$37K – – –
FCM
296
Firestone Capital Management
Florida
$37K – – –
NFG
297
Next Financial Group
Texas
$37K +$490 +10 +1%
First Manhattan
298
First Manhattan
New York
$36K – – –
LWANC
299
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K – – –
MWP
300
Meridian Wealth Partners
Pennsylvania
$34K +$4.46K +91 +16%