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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
276
Huntington National Bank
Ohio
$90K +$832 +17 +1%
NSIM
277
North Star Investment Management
Illinois
$85K
AF
278
Allworth Financial
California
$82K
DSC
279
Duncker Streett & Co
Missouri
$82K
JMF
280
Johnson Midwest Financial
Iowa
$74K
CFB
281
Cullen/Frost Bankers
Texas
$74K +$979 +20 +1%
FMP
282
Financial Management Professionals
Texas
$70K +$3.53K +72 +6%
LWA
283
Lowe Wealth Advisors
Maryland
$66K +$98 +2 +0.2%
ONST
284
Old North State Trust
North Carolina
$57K
SWM
285
Spire Wealth Management
Virginia
$57K +$55.6K +1,136 New
SFS
286
Sowell Financial Services
Arkansas
$56K +$686 +14 +1%
CL
287
COWA LLC
Oklahoma
$54K
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$53K
FPS
289
Fieldpoint Private Securities
Connecticut
$49K +$47.7K +975 New
MA
290
MCF Advisors
Kentucky
$45K
FFA
291
Freedman Financial Associates
Massachusetts
$43K
EFSCE
292
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$2.99K +61 +8%
HPC
293
HM Payson & Co
Maine
$38K
FA
294
Financial Advantage
Maryland
$37K
FCM
295
Firestone Capital Management
Florida
$37K
NFG
296
Next Financial Group
Texas
$37K +$490 +10 +1%
First Manhattan
297
First Manhattan
New York
$36K
LWANC
298
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K
MWP
299
Meridian Wealth Partners
Pennsylvania
$34K +$4.46K +91 +16%
CAGAS
300
Capital Advisory Group Advisory Services
Minnesota
$30K