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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$331K +$22.2K +553 +7%
DIM
177
DC Investments Management
Virginia
$325K +$101K +2,514 +47%
FNT
178
First National Trust
Pennsylvania
$320K
FWIA
179
Fort Washington Investment Advisors
Ohio
$307K -$18.3K -456 -6%
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$307K
CAM
181
Cozad Asset Management
Illinois
$305K -$2.25K -56 -0.8%
LOAME
182
Lombard Odier Asset Management (Europe)
United Kingdom
$304K
FCM
183
Flinton Capital Management
Pennsylvania
$302K +$31.5K +784 +12%
CIA
184
CSat Investment Advisory
Michigan
$302K +$294K +7,306 New
ONB
185
Old National Bancorp
Indiana
$301K +$18.6K +462 +7%
NB
186
Northwest Bancshares
Pennsylvania
$295K
WA
187
Wambolt & Associates
Colorado
$287K +$279K +6,935 New
SDJVC
188
St. Denis J. Villere & Co
Louisiana
$283K
Ameriprise
189
Ameriprise
Minnesota
$283K +$62.4K +1,553 +29%
PCM
190
Parsons Capital Management
Rhode Island
$280K -$6.59K -164 -2%
AAS
191
Avantax Advisory Services
Texas
$280K +$30.7K +763 +13%
SLAM
192
Swiss Life Asset Management
$277K +$269K +6,688 New
Wellington Management Group
193
Wellington Management Group
Massachusetts
$275K -$73.5K -1,830 -22%
JMPWA
194
JP Morgan Private Wealth Advisors
California
$274K -$58.7K -1,460 -18%
SCM
195
Stonebridge Capital Management
California
$269K
UC
196
Unio Capital
New Jersey
$269K
HCM
197
Heathbridge Capital Management
Ontario, Canada
$265K
GT
198
Greenleaf Trust
Michigan
$262K
PA
199
Pinnacle Associates
New York
$254K
FCI
200
Financial Counselors Inc
Kansas
$254K +$10.3K +257 +4%