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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$177K +$1.48K +41 +0.8%
TL
202
TrueWealth LLC
Georgia
$168K – – –
FBT
203
First Bank & Trust
South Dakota
$160K – – –
RCM
204
Riverhead Capital Management
Delaware
$147K -$47K -1,300 -23%
Daiwa Securities Group
205
Daiwa Securities Group
Japan
$146K – – –
GT
206
Glenmede Trust
Pennsylvania
$145K -$145 -4 -0.1%
GWM
207
Geneos Wealth Management
Colorado
$143K – – –
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$140K -$398 -11 -0.3%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$137K +$29K +802 +24%
GHCM
210
Glen Harbor Capital Management
California
$133K -$43.4K -1,200 -24%
S
211
SignatureFD
Georgia
$113K +$44.4K +1,227 +56%
AAM
212
Advisors Asset Management
Colorado
$106K +$16.4K +455 +17%
FHA
213
First Horizon Advisors
Tennessee
$100K – – –
IBOK
214
Independence Bank of Kentucky
Kentucky
$94K – – –
IA
215
IFP Advisors
Florida
$93K +$2.06K +57 +2%
DSC
216
Duncker Streett & Co
Missouri
$81K -$129K -3,579 -59%
VanEck Associates
217
VanEck Associates
New York
$78K +$22.4K +619 +36%
HNB
218
Huntington National Bank
Ohio
$73K -$542 -15 -0.7%
AIM
219
Advantage Investment Management
Iowa
$71K +$5.21K +144 +7%
EWM
220
Executive Wealth Management
Michigan
$71K +$77.4K +2,140 New
CCM
221
Cribstone Capital Management
Maine
$68K – – –
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$65K – – –
CAL
223
Capital Advisors Ltd
Ohio
$63K – – –
PCTC
224
Perkins Coie Trust Company
Washington
$62K – – –
ACA
225
Atlas Capital Advisors
Wyoming
$57.8K -$614K -16,972 -91%