We are live on ! Find out more
SLF icon

Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Pinnacle Associates
New York
$286K
ASN
227
Advisory Services Network
Georgia
$286K +$4.74K +107 +2%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$283K -$5.18K -117 -2%
SCM
229
Stonebridge Capital Management
California
$280K -$10.4K -235 -4%
HCM
230
Heathbridge Capital Management
Ontario, Canada
$278K
FCI
231
Financial Counselors Inc
Kansas
$277K +$31K +700 +13%
GTCM
232
Gyon Technologies Capital Management
New Jersey
$264K +$251K +5,683 New
Cerity Partners
233
Cerity Partners
New York
$263K +$265 +6 +0.1%
RWM
234
Ritholtz Wealth Management
New York
$262K -$150K -3,386 -38%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$256K +$244K +5,508 New
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$254K -$414K -9,363 -63%
RPCA
237
Running Point Capital Advisors
California
$252K +$11.5K +260 +5%
RFC
238
Regions Financial Corp
Alabama
$251K
ST
239
Smithfield Trust
Pennsylvania
$250K
SDJVC
240
St. Denis J. Villere & Co
Louisiana
$250K
CGL
241
Clarius Group LLC
Washington
$248K +$237K +5,350 New
API
242
Advisor Partners II
California
$245K +$234K +5,279 New
Baird Financial Group
243
Baird Financial Group
Wisconsin
$243K -$9.91K -224 -4%
RG
244
Rathbones Group
United Kingdom
$237K
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$237K +$226K +5,098 New
NB
246
Northwest Bancshares
Pennsylvania
$234K
CFO
247
CVA Family Office
Colorado
$232K +$221K +5,000 New
CWS
248
Confluence Wealth Services
Pennsylvania
$231K -$47.3K -1,069 -18%
WANY
249
Wealthspire Advisors (New York)
New York
$229K +$218K +4,935 New
GIBU
250
Gulf International Bank (UK)
United Kingdom
$220K