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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
201
Riverhead Capital Management
Delaware
$147K -$47K -1,300 -23%
Daiwa Securities Group
202
Daiwa Securities Group
Japan
$146K
GWM
203
Geneos Wealth Management
Colorado
$143K
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$140K -$398 -11 -0.3%
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$137K +$29K +802 +24%
GHCM
206
Glen Harbor Capital Management
California
$133K -$43.4K -1,200 -24%
S
207
SignatureFD
Georgia
$113K +$44.4K +1,227 +56%
AAM
208
Advisors Asset Management
Colorado
$106K +$16.4K +455 +17%
FHA
209
First Horizon Advisors
Tennessee
$100K
IBOK
210
Independence Bank of Kentucky
Kentucky
$94K
IA
211
IFP Advisors
Florida
$93K +$2.06K +57 +2%
DSC
212
Duncker Streett & Co
Missouri
$81K -$129K -3,579 -59%
VanEck Associates
213
VanEck Associates
New York
$78K +$22.4K +619 +36%
HNB
214
Huntington National Bank
Ohio
$73K -$542 -15 -0.7%
AIM
215
Advantage Investment Management
Iowa
$71K +$5.21K +144 +7%
EWM
216
Executive Wealth Management
Michigan
$71K +$77.4K +2,140 New
CCM
217
Cribstone Capital Management
Maine
$68K
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$65K
CAL
219
Capital Advisors Ltd
Ohio
$63K
PCTC
220
Perkins Coie Trust Company
Washington
$62K
ACA
221
Atlas Capital Advisors
Wyoming
$57.8K -$614K -16,972 -91%
NSIM
222
North Star Investment Management
Illinois
$56K
CC
223
Claybrook Capital
Massachusetts
$56K +$61.3K +1,696 New
WDL
224
Well Done LLC
Michigan
$56K +$61.3K +1,696 New
AF
225
Allworth Financial
California
$54K