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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$117K – – –
LOCC
202
Lombard Odier & Cie (Canada)
Quebec, Canada
$97K – – –
GWM
203
Gupta Wealth Management
California
$80K +$7.03K +213 +9%
CFG
204
Citizens Financial Group
Rhode Island
$79K +$83.5K +2,532 New
JAM
205
JCIC Asset Management
Ontario, Canada
$73K – – –
CAL
206
Capital Advisors Ltd
Ohio
$59K – – –
PCTC
207
Perkins Coie Trust Company
Washington
$58K – – –
ClearBridge Investments
208
ClearBridge Investments
New York
$56K +$12.8K +389 +28%
EFSCE
209
Enterprise Financial Services Corp (EFSC)
Missouri
$51K – – –
AIM
210
Advantage Investment Management
Iowa
$50K – – –
First Manhattan
211
First Manhattan
New York
$50K – – –
LWA
212
Lowe Wealth Advisors
Maryland
$49K -$3.13K -95 -6%
APSP
213
Asset Planning Services (Pennsylvania)
Pennsylvania
$49K – – –
SF
214
Synovus Financial
Georgia
$49K – – –
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$49K +$24.8K +752 +92%
AAM
216
Advisors Asset Management
Colorado
$39K – – –
SIG
217
Stanford Investment Group
California
$34K – – –
ZB
218
Zions Bancorporation
Utah
$32K +$3.86K +117 +11%
LWM
219
LBA Wealth Management
Florida
$31K – – –
OC
220
Oakworth Capital
Alabama
$31K – – –
MIP
221
Mondrian Investment Partners
United Kingdom
$31K +$132 +4 +0.6%
FFC
222
First Financial Corp
Indiana
$30K – – –
DADC
223
D.A. Davidson & Co
Montana
$29K +$132 +4 +0.4%
MFW
224
Mosaic Family Wealth
Missouri
$27K +$29.2K +885 New
CFA
225
Carroll Financial Associates
North Carolina
$21K +$23.2K +702 New