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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
301
Concord Wealth Partners
Virginia
$104K – – –
CAL
302
Capital Advisors Ltd
Ohio
$99K – – –
PCTC
303
Perkins Coie Trust Company
Washington
$97.5K – – –
BTI
304
Blue Trust Inc
Georgia
$94K -$21.2K -432 -18%
HI
305
Harbour Investments
Wisconsin
$89.7K – – –
BFEC
306
Benjamin F. Edwards & Company
Missouri
$86K -$16K -326 -16%
LWA
307
Lowe Wealth Advisors
Maryland
$79.6K +$98 +2 +0.1%
AF
308
Allworth Financial
California
$78.9K – – –
JMF
309
Johnson Midwest Financial
Iowa
$78.8K +$246 +5 +0.3%
ACA
310
Atlas Capital Advisors
Wyoming
$70.8K +$66.7K +1,358 New
T
311
TOBAM
France
$70K -$55.9K -1,137 -46%
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.8K – – –
CTC
313
Central Trust Company
Missouri
$62.5K -$29.3K -596 -33%
AWM
314
Abound Wealth Management
Tennessee
$60.6K – – –
ADL
315
Asset Dedication LLC
California
$58K +$16K +325 +41%
KTC
316
Kistler-Tiffany Companies
Pennsylvania
$54.7K – – –
VCM
317
Vigilant Capital Management
Maine
$53K – – –
ZB
318
Zions Bancorporation
Utah
$52.7K – – –
HCP
319
Hexagon Capital Partners
Arkansas
$52.5K +$3.05K +62 +7%
CB
320
Centennial Bank
Arkansas
$51.8K – – –
PPC
321
Park Place Capital
Alabama
$46.8K – – –
MA
322
MCF Advisors
Kentucky
$46.4K – – –
WT
323
Whittier Trust
California
$44.9K – – –
IG
324
ING Group
Netherlands
$42.2K – – –
RI
325
Ridgewood Investments
New Jersey
$41.7K – – –
11 12
13
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