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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Pinnacle Associates
New York
$200K -$2.37M -62,364 -92%
GT
202
Glenmede Trust
Pennsylvania
$200K +$6.31K +166 +3%
ST
203
Smithfield Trust
Pennsylvania
$197K – – –
ASN
204
Advisory Services Network
Georgia
$194K +$201K +5,300 New
GWM
205
Geneos Wealth Management
Colorado
$177K – – –
FBT
206
First Bank & Trust
South Dakota
$176K – – –
RA
207
Rational Advisors
New York
$166K +$21.5K +567 +14%
TAM
208
Tyers Asset Management
Texas
$162K – – –
CCM
209
Cribstone Capital Management
Maine
$159K – – –
FHA
210
First Horizon Advisors
Tennessee
$137K – – –
RCM
211
Riverhead Capital Management
Delaware
$132K – – –
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$131K +$646 +17 +0.5%
GHCM
213
Glen Harbor Capital Management
California
$118K – – –
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$104K +$2.01K +53 +2%
DSC
215
Duncker Streett & Co
Missouri
$89K – – –
JAM
216
JCIC Asset Management
Ontario, Canada
$86K – – –
AIM
217
Acrospire Investment Management
Illinois
$74K – – –
APSP
218
Asset Planning Services (Pennsylvania)
Pennsylvania
$70K – – –
CAL
219
Capital Advisors Ltd
Ohio
$70K – – –
PCTC
220
Perkins Coie Trust Company
Washington
$68K – – –
AssetMark Inc
221
AssetMark Inc
California
$67K -$1.79K -47 -2%
AAM
222
Advisors Asset Management
Colorado
$66K -$1.75K -46 -2%
AIM
223
Advantage Investment Management
Iowa
$58K – – –
TRCT
224
Tower Research Capital (TRC)
New York
$54K -$15.8K -416 -22%
SFPIA
225
Stevens First Principles Investment Advisors
California
$54K – – –