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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$381K +$48.2K +1,329 +15%
TI
177
Trexquant Investment
Connecticut
$378K +$357K +9,847 New
RJFSA
178
Raymond James Financial Services Advisors
Florida
$368K +$3.7K +102 +1%
FWIA
179
Fort Washington Investment Advisors
Ohio
$357K -$68.4K -1,887 -17%
AFP
180
Ausdal Financial Partners
Iowa
$350K +$5.43K +150 +2%
AIG
181
American International Group
New York
$336K
CB
182
Commerce Bank
Missouri
$324K
LPL Financial
183
LPL Financial
California
$324K +$303K +8,353 New
RBC
184
Ronald Blue & Co
Georgia
$317K +$3.3K +91 +1%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$312K +$294K +8,128 New
WF
186
Welch & Forbes
Massachusetts
$310K
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$309K -$12.1M -334,745 -98%
HAIM
188
Hunter Associates Investment Management
Pennsylvania
$307K -$29K -800 -9%
BT
189
Beacon Trust
New Jersey
$307K -$6.67K -184 -2%
FTIOP
190
Fiduciary Trust International of Pennsylvania
Pennsylvania
$287K
PSUF
191
People's United Financial
Connecticut
$284K -$23.9K -660 -8%
PCM
192
Parsons Capital Management
Rhode Island
$283K
TU
193
TDAM USA
Ontario, Canada
$273K -$79.9K -2,206 -24%
VKH
194
Virtu KCG Holdings
New York
$273K +$258K +7,112 New
CB
195
Chemical Bank
Michigan
$272K -$21.7K -600 -8%
GI
196
GAMCO Investors
Connecticut
$269K -$127K -3,500 -33%
LNWWM
197
Laird Norton Wetherby Wealth Management
California
$267K +$9.71K +268 +4%
JMPWA
198
JP Morgan Private Wealth Advisors
California
$266K +$251K +6,924 New
NA
199
Neuburgh Advisers
California
$264K +$249K +6,868 New
HCM
200
Heathbridge Capital Management
Ontario, Canada
$257K