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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
301
Washington Trust Advisors
Massachusetts
$43K +$42.8K +775 New
HPC
302
HM Payson & Co
Maine
$41K – – –
FA
303
Financial Advantage
Maryland
$40K – – –
First Manhattan
304
First Manhattan
New York
$40K – – –
LWANC
305
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K – – –
GWS
306
Glassman Wealth Services
Virginia
$33K +$9.12K +165 +38%
CTC
307
Central Trust Company
Missouri
$33K +$32.9K +596 New
SWA
308
Sutton Wealth Advisors
Florida
$30.7K – – –
GAM
309
Gemmer Asset Management
California
$29K – – –
NSIM
310
North Star Investment Management
Illinois
$28K -$27.6K -500 -50%
CA
311
Clearstead Advisors
Ohio
$28K – – –
SA
312
SRH Advisors
Kansas
$28K – – –
TCWM
313
Total Clarity Wealth Management
Illinois
$28K – – –
MAM
314
Meeder Asset Management
Ohio
$27K -$8.13K -147 -23%
AWM
315
Atticus Wealth Management
Florida
$27K – – –
CCM
316
Covington Capital Management
California
$26K – – –
PCMC
317
Paragon Capital Management (Colorado)
Colorado
$26K +$26.3K +475 New
CA
318
CoreCap Advisors
Michigan
$25K +$25K +452 New
RFA
319
Reilly Financial Advisors
California
$24K – – –
ACM
320
Antonetti Capital Management
Florida
$23K +$22.3K +404 New
BDWM
321
Brewin Dolphin Wealth Management
Ireland
$22K – – –
Jones Financial Companies
322
Jones Financial Companies
Missouri
$22K – – –
TFM
323
TFC Financial Management
Massachusetts
$22K – – –
PC
324
PhiloSmith Capital
Connecticut
$16.7K – – –
ETC
325
Exchange Traded Concepts
Oklahoma
$16K -$55 -1 -0.4%