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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
376
Cornerstone Planning Group
New Jersey
$21.9K -$285 -5 -1%
Lazard Asset Management
377
Lazard Asset Management
New York
$21K – – –
WIM
378
Westside Investment Management
California
$20.3K – – –
UB
379
UMB Bank
Missouri
$20.2K -$1.54K -27 -7%
TCM
380
TruNorth Capital Management
Michigan
$18.9K – – –
SAM
381
Smartleaf Asset Management
Massachusetts
$18.7K – – –
DWM
382
Dogwood Wealth Management
Kansas
$18.7K – – –
MIA
383
MeadowBrook Investment Advisors
Michigan
$16.5K – – –
FFA
384
Farther Finance Advisors
California
$16.4K -$7.07K -124 -31%
YAL
385
Your Advocates Ltd
Texas
$15.7K – – –
ZBNA
386
Zions Bancorporation, National Association
Utah
$14.7K +$14.6K +256 New
SIS
387
Strategic Investment Solutions
Illinois
$14.1K – – –
SS
388
SBI Securities
Japan
$13.9K -$57 -1 -0.4%
BL
389
BFSG LLC
California
$12.9K – – –
GBT
390
Grove Bank & Trust
Florida
$12.7K – – –
BIA
391
Bell Investment Advisors
California
$12.6K -$1.14K -20 -8%
HFS
392
Hughes Financial Services
Virginia
$11.9K +$11.7K +205 New
BSB
393
Bangor Savings Bank
Maine
$11.5K – – –
BBPWM
394
Blue Bell Private Wealth Management
Pennsylvania
$10.7K – – –
PTC
395
Private Trust Company
Ohio
$10.7K – – –
CCM
396
Coldstream Capital Management
Washington
$10.2K +$10.1K +178 New
HPC
397
HM Payson & Co
Maine
$9.73K – – –
LWANC
398
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.73K – – –
RCM
399
Ravenstone Capital Management
$9.73K +$9.69K +170 New
WTA
400
Washington Trust Advisors
Massachusetts
$9.45K – – –