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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
226
Proficio Capital Partners
Massachusetts
$54K +$44.6K +1,235 +308%
MOS
227
MGO One Seven
Ohio
$53K +$58.7K +1,624 New
QCIG
228
Quad-Cities Investment Group
Iowa
$51K
IC
229
Inscription Capital
Texas
$50K +$54.2K +1,500 New
LPWM
230
Lake Point Wealth Management
Texas
$47K +$51.3K +1,419 New
LWA
231
Lowe Wealth Advisors
Maryland
$46K +$72 +2 +0.1%
MA
232
MCF Advisors
Kentucky
$42K
PMFA
233
Plante Moran Financial Advisors
Michigan
$42K
CAW
234
Cornerstone Advisors (Washington)
Washington
$39K +$2.02K +56 +5%
AAMU
235
Amundi Asset Management US
Massachusetts
$37.8K -$170K -4,690 -0.4%
LC
236
Lindbrook Capital
California
$36K +$39.4K +1,091 New
TSW
237
Thompson Siegel & Walmsley
Virginia
$35K
MPWT
238
MassMutual Private Wealth & Trust
Connecticut
$34.6K
BDWM
239
Brewin Dolphin Wealth Management
Ireland
$34.5K
AssetMark Inc
240
AssetMark Inc
California
$34K +$2.78K +77 +8%
AWMF
241
Arbor Wealth Management (Florida)
Florida
$33K +$36.2K +1,000 New
ER
242
Enlightenment Research
Florida
$33K +$36.2K +1,000 New
SFPIA
243
Stevens First Principles Investment Advisors
California
$31K -$23.3K -645 -41%
ClearBridge Investments
244
ClearBridge Investments
New York
$30K
MFW
245
Mosaic Family Wealth
Missouri
$29K
BTNA
246
Bremer Trust National Association
Minnesota
$28K +$30K +829 New
UBS AM
247
UBS AM
Illinois
$25.8K -$4.27K -118 -13%
GRP
248
Global Retirement Partners
California
$25K +$36 +1 +0.1%
First Manhattan
249
First Manhattan
New York
$24K
ONST
250
Old North State Trust
North Carolina
$24K