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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Pinnacle Associates
New York
$254K – – –
FCI
202
Financial Counselors Inc
Kansas
$254K +$10.3K +257 +4%
Stifel Financial
203
Stifel Financial
Missouri
$252K -$9.3M -231,550 -97%
Squarepoint
204
Squarepoint
New York
$237K -$71.8K -1,786 -24%
TAM
205
Tyers Asset Management
Texas
$237K +$24.8K +616 +12%
WT
206
Washington Trust
Rhode Island
$236K +$229K +5,707 New
ASN
207
Advisory Services Network
Georgia
$229K +$1.77K +44 +0.8%
ECM
208
Evergreen Capital Management
Washington
$227K – – –
AWM
209
AE Wealth Management
Kansas
$226K +$219K +5,453 New
ST
210
Smithfield Trust
Pennsylvania
$223K – – –
TL
211
TrueWealth LLC
Georgia
$209K – – –
S
212
SignatureFD
Georgia
$208K +$26.6K +662 +15%
PSUF
213
People's United Financial
Connecticut
$206K +$200K +4,976 New
FBT
214
First Bank & Trust
South Dakota
$200K – – –
GWM
215
Geneos Wealth Management
Colorado
$199K +$4.5K +112 +2%
RCM
216
Riverhead Capital Management
Delaware
$191K +$20.1K +500 +12%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
AAM
218
Advisors Asset Management
Colorado
$184K +$28.2K +701 +19%
Daiwa Securities Group
219
Daiwa Securities Group
Japan
$182K – – –
GHCM
220
Glen Harbor Capital Management
California
$172K +$18K +448 +12%
CHC
221
City Holding Co
West Virginia
$165K -$70.8K -1,761 -31%
MWM
222
Meridian Wealth Management
Kentucky
$164K +$159K +3,957 New
LTFS
223
Ladenburg Thalmann Financial Services
Florida
$160K -$25.9K -644 -14%
FHA
224
First Horizon Advisors
Tennessee
$124K – – –
SIC
225
Salem Investment Counselors
North Carolina
$124K – – –