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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$172K +$1.53K +48 +0.9%
NFG
177
Next Financial Group
Texas
$166K – – –
CIS
178
Capital International Sarl
California
$163K – – –
Axa
179
Axa
France
$163K +$22.4K +700 +15%
PCM
180
Parsons Capital Management
Rhode Island
$130K +$135K +4,229 New
FHA
181
First Horizon Advisors
Tennessee
$116K – – –
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$97K +$101K +3,150 New
OA
183
OFI Advisors
Pennsylvania
$96K +$29.3K +918 +42%
GWM
184
Gupta Wealth Management
California
$73K +$75.5K +2,366 New
JAM
185
JCIC Asset Management
Ontario, Canada
$72K – – –
SF
186
Synovus Financial
Georgia
$71K – – –
LWA
187
Lowe Wealth Advisors
Maryland
$65K +$32 +1 +0%
Creative Planning
188
Creative Planning
Kansas
$61K +$14K +438 +29%
MFS
189
MSI Financial Services
Massachusetts
$60K – – –
CAL
190
Capital Advisors Ltd
Ohio
$59K – – –
ClearBridge Investments
191
ClearBridge Investments
New York
$57K – – –
PCTC
192
Perkins Coie Trust Company
Washington
$57K – – –
LTFS
193
Ladenburg Thalmann Financial Services
Florida
$52K +$22.4K +701 +73%
First Manhattan
194
First Manhattan
New York
$50K +$5.97K +187 +13%
SSB
195
Sandy Spring Bank
Maryland
$49K – – –
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$46K – – –
FFC
197
First Financial Corp
Indiana
$40K – – –
AAM
198
Advisors Asset Management
Colorado
$39K +$6.16K +193 +18%
AF
199
Allworth Financial
California
$39K +$40.3K +1,262 New
Walleye Trading
200
Walleye Trading
New York
$36K +$37.2K +1,166 New