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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
201
MML Investors Services
Massachusetts
$274K -$87.3K -2,159 -24%
DZ Bank
202
DZ Bank
Germany
$273K -$67.6K -1,673 -20%
PCM
203
Parsons Capital Management
Rhode Island
$272K
FA
204
FDx Advisors
Illinois
$266K +$11.6K +286 +5%
HCM
205
Heathbridge Capital Management
Ontario, Canada
$261K
SCM
206
Stonebridge Capital Management
California
$256K
WT
207
Washington Trust
Rhode Island
$252K +$6.67K +165 +3%
PA
208
Pinnacle Associates
New York
$251K
ASN
209
Advisory Services Network
Georgia
$244K -$2.26K -56 -0.9%
RWM
210
Ritholtz Wealth Management
New York
$243K +$16K +395 +7%
NB
211
Northwest Bancshares
Pennsylvania
$236K -$12.1K -300 -5%
CAM
212
Cozad Asset Management
Illinois
$235K -$19.8K -490 -8%
Stifel Financial
213
Stifel Financial
Missouri
$235K -$2.55K -63 -1%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$225K -$2.75K -68 -1%
ATC
215
Argent Trust Co
Tennessee
$225K
CAG
216
Csenge Advisory Group
Florida
$220K -$18.8K -466 -8%
ST
217
Smithfield Trust
Pennsylvania
$220K
SDJVC
218
St. Denis J. Villere & Co
Louisiana
$220K +$219K +5,407 New
MA
219
MONECO Advisors
Connecticut
$213K +$212K +5,233 New
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$209K +$207K +5,127 New
SS
221
Simplicity Solutions
Minnesota
$208K +$207K +5,111 New
FBT
222
First Bank & Trust
South Dakota
$197K
GWM
223
Geneos Wealth Management
Colorado
$194K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$186K
LWCFA
225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K -$40.4K -1,000 -18%