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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K -$38.6K -700 -35%
LWA
277
Lowe Wealth Advisors
Maryland
$73K +$110 +2 +0.2%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$69K -$441 -8 -0.6%
AF
279
Allworth Financial
California
$67K
CTC
280
Central Trust Company
Missouri
$67K +$33K +600 +101%
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$67K +$66.1K +1,200 New
SWM
282
Spire Wealth Management
Virginia
$63K
PP
283
Pacifica Partners
Canada
$60K +$16.8K +305 +36%
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$59K
ZB
285
Zions Bancorporation
Utah
$58K -$51.3K -931 -47%
VCM
286
Vigilant Capital Management
Maine
$57K
DHGWA
287
Dixon Hughes Goodman Wealth Advisors
North Carolina
$57K +$1.32K +24 +2%
T
288
TOBAM
France
$56K +$54.9K +997 New
WT
289
Whittier Trust
California
$52K -$40.1K -728 -44%
MA
290
MCF Advisors
Kentucky
$50K +$49K +890 New
FFA
291
Freedman Financial Associates
Massachusetts
$47K
DSC
292
Duncker Streett & Co
Missouri
$45K
ADL
293
Asset Dedication LLC
California
$44K
WTA
294
Washington Trust Advisors
Massachusetts
$43K
HPC
295
HM Payson & Co
Maine
$41K
First Manhattan
296
First Manhattan
New York
$40K
LWANC
297
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
PFS
298
Prospera Financial Services
Texas
$37K +$36.4K +660 New
GRP
299
Global Retirement Partners
California
$35K +$39.7K +720 New
GWS
300
Glassman Wealth Services
Virginia
$33K -$661 -12 -2%