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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PG
226
Pendal Group
Australia
$252K +$274K +5,499 New
Baird Financial Group
227
Baird Financial Group
Wisconsin
$250K
RFC
228
Regions Financial Corp
Alabama
$248K +$299 +6 +0.1%
ST
229
Smithfield Trust
Pennsylvania
$247K
SDJVC
230
St. Denis J. Villere & Co
Louisiana
$247K
RPCA
231
Running Point Capital Advisors
California
$246K +$5.43K +109 +2%
SFA
232
Sequoia Financial Advisors
Ohio
$246K +$61.1K +1,226 +30%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$241K
BCM
234
Bayesian Capital Management
New York
$239K +$260K +5,224 New
CGL
235
Clarius Group LLC
Washington
$238K +$30.8K +618 +14%
EVM
236
Eaton Vance Management
Massachusetts
$237K -$1.45M -29,053 -85%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$234K -$24.1K -483 -9%
NB
238
Northwest Bancshares
Pennsylvania
$231K -$19.9K -400 -7%
BC
239
Bridgefront Capital
Texas
$226K +$245K +4,923 New
BL
240
Balentine LLC
Georgia
$220K +$46.2K +928 +24%
XT
241
XTX Topco
Cayman Islands
$219K +$238K +4,780 New
CAM
242
Cresset Asset Management
Illinois
$216K -$5.73K -115 -2%
CCT
243
Capital City Trust
Florida
$211K
V
244
Veritable
Delaware
$211K
MA
245
MONECO Advisors
Connecticut
$210K +$100 +2 +0%
ECM
246
Evergreen Capital Management
Washington
$204K -$79.5K -1,596 -26%
FAM
247
Flaharty Asset Management
Florida
$202K
PTC
248
Petrus Trust Company
Texas
$202K +$219K +4,404 New
FTDI
249
First Trust Direct Indexing
Massachusetts
$201K +$8.32K +167 +4%
RE
250
RBC Europe
United Kingdom
$195K