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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$252K -$9.3M -231,550 -97%
Squarepoint
202
Squarepoint
New York
$237K -$71.8K -1,786 -24%
TAM
203
Tyers Asset Management
Texas
$237K +$24.8K +616 +12%
WT
204
Washington Trust
Rhode Island
$236K +$229K +5,707 New
ASN
205
Advisory Services Network
Georgia
$229K +$1.77K +44 +0.8%
ECM
206
Evergreen Capital Management
Washington
$227K
AWM
207
AE Wealth Management
Kansas
$226K +$219K +5,453 New
ST
208
Smithfield Trust
Pennsylvania
$223K
TL
209
TrueWealth LLC
Georgia
$209K
S
210
SignatureFD
Georgia
$208K +$26.6K +662 +15%
PSUF
211
People's United Financial
Connecticut
$206K +$200K +4,976 New
FBT
212
First Bank & Trust
South Dakota
$200K
GWM
213
Geneos Wealth Management
Colorado
$199K +$4.5K +112 +2%
RCM
214
Riverhead Capital Management
Delaware
$191K +$20.1K +500 +12%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$186K
AAM
216
Advisors Asset Management
Colorado
$184K +$28.2K +701 +19%
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$182K
GHCM
218
Glen Harbor Capital Management
California
$172K +$18K +448 +12%
CHC
219
City Holding Co
West Virginia
$165K -$70.8K -1,761 -31%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$160K -$25.9K -644 -14%
FHA
221
First Horizon Advisors
Tennessee
$124K
SIC
222
Salem Investment Counselors
North Carolina
$124K
IBOK
223
Independence Bank of Kentucky
Kentucky
$118K
CAL
224
Capital Advisors Ltd
Ohio
$110K +$19.7K +490 +26%
VanEck Associates
225
VanEck Associates
New York
$103K +$5.63K +140 +6%