We are live on ! Find out more
SLF icon

Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
201
Financial Counselors Inc
Kansas
$226K -$13.7K -372 -6%
CHC
202
City Holding Co
West Virginia
$221K -$55.1K -1,500 -21%
LOAME
203
Lombard Odier Asset Management (Europe)
United Kingdom
$215K
ASN
204
Advisory Services Network
Georgia
$211K +$5.69K +155 +3%
ECM
205
Evergreen Capital Management
Washington
$211K +$202K +5,497 New
ST
206
Smithfield Trust
Pennsylvania
$207K
DIM
207
DC Investments Management
Virginia
$206K +$197K +5,354 New
Ameriprise
208
Ameriprise
Minnesota
$204K +$192K +5,237 +8,183%
TAM
209
Tyers Asset Management
Texas
$201K
TL
210
TrueWealth LLC
Georgia
$194K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$186K +$107K +2,909 +416%
FBT
212
First Bank & Trust
South Dakota
$185K
GWM
213
Geneos Wealth Management
Colorado
$181K +$11K +300 +7%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$172K +$13.9K +378 +9%
Daiwa Securities Group
215
Daiwa Securities Group
Japan
$169K
S
216
SignatureFD
Georgia
$168K +$35K +953 +28%
RCM
217
Riverhead Capital Management
Delaware
$162K
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$162K
GHCM
219
Glen Harbor Capital Management
California
$146K
AAM
220
Advisors Asset Management
Colorado
$144K +$20.8K +568 +18%
SIC
221
Salem Investment Counselors
North Carolina
$119K +$110K +3,000 New
FHA
222
First Horizon Advisors
Tennessee
$115K
IBOK
223
Independence Bank of Kentucky
Kentucky
$109K
DSC
224
Duncker Streett & Co
Missouri
$94K
VanEck Associates
225
VanEck Associates
New York
$90K +$110 +3 +0.1%