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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Pinnacle Associates
New York
$226K +$211K +6,153 New
NB
202
Northwest Bancshares
Pennsylvania
$224K +$209K +6,083 New
ASN
203
Advisory Services Network
Georgia
$221K +$12.5K +363 +6%
AAS
204
Avantax Advisory Services
Texas
$218K +$204K +5,933 New
WT
205
Washington Trust
Rhode Island
$214K
Stifel Financial
206
Stifel Financial
Missouri
$214K +$200K +5,821 New
CAG
207
Csenge Advisory Group
Florida
$211K -$23.8K -691 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$208K +$195K +5,663 New
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$207K -$952K -27,700 -83%
RWM
210
Ritholtz Wealth Management
New York
$205K +$191K +5,566 New
ATC
211
Argent Trust Co
Tennessee
$203K +$190K +5,533 New
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K -$17.2K -500 -8%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$200K +$35.7K +1,038 +23%
ST
214
Smithfield Trust
Pennsylvania
$198K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$186K
TL
216
TrueWealth LLC
Georgia
$186K
FBT
217
First Bank & Trust
South Dakota
$177K
GWM
218
Geneos Wealth Management
Colorado
$170K
AAM
219
Advisors Asset Management
Colorado
$152K -$43.7K -1,272 -24%
CHC
220
City Holding Co
West Virginia
$147K
LC
221
Lindbrook Capital
California
$134K +$8.63K +251 +7%
FHA
222
First Horizon Advisors
Tennessee
$110K
SIC
223
Salem Investment Counselors
North Carolina
$110K
Bessemer Group
224
Bessemer Group
New Jersey
$108K +$4.12K +120 +4%
PA
225
Parallel Advisors
California
$108K +$64.4K +1,875 +174%