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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
276
Concord Wealth Partners
Virginia
$111K – – –
ZB
277
Zions Bancorporation
Utah
$110K +$442 +8 +0.4%
CAL
278
Capital Advisors Ltd
Ohio
$106K – – –
RK
279
Rather & Kittrell
Tennessee
$106K +$105K +1,906 New
PCTC
280
Perkins Coie Trust Company
Washington
$104K – – –
Twin Tree Management
281
Twin Tree Management
Texas
$103K -$759K -13,731 -88%
WT
282
Whittier Trust
California
$92K -$63K -1,140 -41%
CFB
283
Cullen/Frost Bankers
Texas
$84K +$553 +10 +0.7%
JMF
284
Johnson Midwest Financial
Iowa
$83K – – –
FMP
285
Financial Management Professionals
Texas
$82K +$2.27K +41 +3%
SPIA
286
Steward Partners Investment Advisory
New York
$78K – – –
LWA
287
Lowe Wealth Advisors
Maryland
$73K +$55 +1 +0.1%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$69K +$5.03K +91 +8%
AF
289
Allworth Financial
California
$67K -$23.3K -421 -26%
ONST
290
Old North State Trust
North Carolina
$63K – – –
SWM
291
Spire Wealth Management
Virginia
$63K – – –
NFG
292
Next Financial Group
Texas
$62K +$22.2K +401 +56%
KTC
293
Kistler-Tiffany Companies
Pennsylvania
$58K – – –
VCM
294
Vigilant Capital Management
Maine
$57K +$56.7K +1,025 New
DHGWA
295
Dixon Hughes Goodman Wealth Advisors
North Carolina
$55K +$54.9K +993 New
FPS
296
Fieldpoint Private Securities
Connecticut
$54K -$6.8K -123 -11%
PP
297
Pacifica Partners
Canada
$48K +$33K +597 +231%
FFA
298
Freedman Financial Associates
Massachusetts
$47K – – –
DSC
299
Duncker Streett & Co
Missouri
$45K – – –
ADL
300
Asset Dedication LLC
California
$44K – – –