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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
226
Royal London Asset Management
United Kingdom
$405K
GT
227
Glenmede Trust
Pennsylvania
$401K
BFM
228
Boston Financial Management
Massachusetts
$390K
KeyBank National Association
229
KeyBank National Association
Ohio
$381K +$360K +7,318 New
Brown Advisory
230
Brown Advisory
Maryland
$381K
API
231
Advisor Partners II
California
$379K +$5.21K +106 +1%
EWA
232
EverSource Wealth Advisors
Alabama
$365K +$334K +6,793 +3,250%
WF
233
Welch & Forbes
Massachusetts
$364K -$2.16K -44 -0.6%
MA
234
MONECO Advisors
Connecticut
$356K +$1.47K +30 +0.4%
DTC
235
Davidson Trust Company
Washington
$349K
PCM
236
Parsons Capital Management
Rhode Island
$347K
SC
237
Savant Capital
Illinois
$326K -$590 -12 -0.2%
M
238
Mirova
France
$321K -$125K -2,540 -29%
PA
239
Pinnacle Associates
New York
$321K
WFI
240
West Family Investments
California
$320K -$34.7K -707 -10%
SCM
241
Stonebridge Capital Management
California
$315K
CAM
242
Cozad Asset Management
Illinois
$307K -$2.95K -60 -1%
Truist Financial
243
Truist Financial
North Carolina
$305K +$49.7K +1,011 +21%
GIBU
244
Gulf International Bank (UK)
United Kingdom
$300K +$49.1K +1,000 +21%
LF
245
Lee Financial
Texas
$299K -$44.2K -900 -14%
WANY
246
Wealthspire Advisors (New York)
New York
$297K -$27.8K -566 -9%
UM
247
UniSuper Management
Australia
$290K +$206K +4,200 New
BPA
248
Beacon Pointe Advisors
California
$290K -$688 -14 -0.3%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$288K -$16.9K -344 -6%
RPCA
250
Running Point Capital Advisors
California
$283K