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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LIP
226
Lighthouse Investment Partners
Florida
$852K -$9.41M -130,825 -92%
Brown Advisory
227
Brown Advisory
Maryland
$851K -$127K -1,764 -14%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$837K -$46.4K -645 -3%
QP
229
Quilter Plc
United Kingdom
$832K -$98.4K -1,368 -15%
PAW
230
Plan A Wealth
Nebraska
$818K +$57.9K +805 +8%
IRP
231
Investment Research Partners
Pennsylvania
$815K +$65K +903 +10%
CLOS
232
Compagnie Lombard Odier SCmA
Switzerland
$799K -$405K -5,633 -36%
Squarepoint
233
Squarepoint
New York
$791K +$726K +10,086 New
DWM
234
Diversify Wealth Management
Utah
$790K +$37.8K +525 +6%
DAS
235
Diversify Advisory Services
Utah
$790K +$685K +9,521 New
CI
236
Cigna Investments
Connecticut
$786K
ASA
237
Axxion S.A.
Luxembourg
$784K +$720K +10,000 New
CS
238
Candriam SCA
Luxembourg
$782K +$13K +181 +2%
RWM
239
Ritholtz Wealth Management
New York
$766K +$7.34K +102 +1%
PP
240
PDT Partners
New York
$757K
WC
241
Woodstock Corp
Massachusetts
$757K
AFG
242
Atomi Financial Group
New York
$725K +$104K +1,451 +19%
William Blair & Company
243
William Blair & Company
Illinois
$713K +$68.7K +954 +12%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$709K -$3.96K -55 -0.6%
N
245
Natixis
France
$690K +$123K +1,708 +24%
CAM
246
Claret Asset Management
Quebec, Canada
$687K -$102K -1,421 -14%
PCIA
247
Prime Capital Investment Advisors
Kansas
$680K +$28.9K +401 +5%
AIS
248
AM Investment Strategies
Tennessee
$642K +$1.37K +19 +0.2%
CG
249
Caprock Group
Idaho
$637K +$94.1K +1,308 +19%
OCM
250
One Capital Management
California
$637K