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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
301
Capital Bank & Trust
California
$11K
SSB
302
Sandy Spring Bank
Maryland
$11K
TFS
303
TrustCore Financial Services
Tennessee
$11K
AssetMark Inc
304
AssetMark Inc
California
$11K +$10.4K +232 New
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$10K
AIM
306
Arcadia Investment Management
Michigan
$9K
CTC
307
Central Trust Company
Missouri
$9K
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
RIA
309
Realta Investment Advisors
Delaware
$9K
TFA
310
Tobias Financial Advisors
Florida
$9K +$9K +200 New
BFEC
311
Benjamin F. Edwards & Company
Missouri
$8K
BWM
312
Baystate Wealth Management
Massachusetts
$7K +$45 +1 +0.6%
AA
313
Ancora Advisors
Ohio
$7K +$6.66K +148 New
EW
314
Evoke Wealth
California
$6K -$45 -1 -0.8%
BL
315
Balentine LLC
Georgia
$6K
OC
316
Oakworth Capital
Alabama
$6K
ClearBridge Investments
317
ClearBridge Investments
New York
$5K
EARNEST Partners
318
EARNEST Partners
Georgia
$5K
WCM
319
Wealthcare Capital Management
Virginia
$4K +$3.55K +79 New
LWA
320
Lenox Wealth Advisors
New York
$3K
SAM
321
S.A. Mason
Michigan
$3K +$2.7K +60 New
SMFS
322
Squar Milner Financial Services
California
$2K +$2.29K +51 New
GWS
323
Glassman Wealth Services
Virginia
$1K +$540 +12 New
KPW
324
Kore Private Wealth
New York
$1K +$1.13K +25 New
MSE
325
MUFG Securities EMEA
United Kingdom
-$28M -625,000 Closed