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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WF
176
Welch & Forbes
Massachusetts
$338K – – –
Creative Planning
177
Creative Planning
Kansas
$331K +$22.2K +553 +7%
DIM
178
DC Investments Management
Virginia
$325K +$101K +2,514 +47%
FNT
179
First National Trust
Pennsylvania
$320K – – –
FWIA
180
Fort Washington Investment Advisors
Ohio
$307K -$18.3K -456 -6%
FTIOP
181
Fiduciary Trust International of Pennsylvania
Pennsylvania
$307K – – –
CAM
182
Cozad Asset Management
Illinois
$305K -$2.25K -56 -0.8%
LOAME
183
Lombard Odier Asset Management (Europe)
United Kingdom
$304K – – –
FCM
184
Flinton Capital Management
Pennsylvania
$302K +$31.5K +784 +12%
CIA
185
CSat Investment Advisory
Michigan
$302K +$294K +7,306 New
ONB
186
Old National Bancorp
Indiana
$301K +$18.6K +462 +7%
NB
187
Northwest Bancshares
Pennsylvania
$295K – – –
GT
188
Glenmede Trust
Pennsylvania
$288K +$94.5K +2,352 +51%
WA
189
Wambolt & Associates
Colorado
$287K +$279K +6,935 New
SDJVC
190
St. Denis J. Villere & Co
Louisiana
$283K – – –
Ameriprise
191
Ameriprise
Minnesota
$283K +$62.4K +1,553 +29%
PCM
192
Parsons Capital Management
Rhode Island
$280K -$6.59K -164 -2%
AAS
193
Avantax Advisory Services
Texas
$280K +$30.7K +763 +13%
SLAM
194
Swiss Life Asset Management
$277K +$269K +6,688 New
Wellington Management Group
195
Wellington Management Group
Massachusetts
$275K -$73.5K -1,830 -22%
JMPWA
196
JP Morgan Private Wealth Advisors
California
$274K -$58.7K -1,460 -18%
SCM
197
Stonebridge Capital Management
California
$269K – – –
UC
198
Unio Capital
New Jersey
$269K – – –
HCM
199
Heathbridge Capital Management
Ontario, Canada
$265K – – –
GT
200
Greenleaf Trust
Michigan
$262K – – –