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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
226
KeyBank National Association
Ohio
$351K -$5.82K -116 -2%
FTDI
227
First Trust Direct Indexing
Massachusetts
$343K +$81.8K +1,632 +30%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$343K +$353K +7,033 New
SVWAG
229
Sound View Wealth Advisors Group
Georgia
$341K +$350K +6,982 New
MA
230
MONECO Advisors
Connecticut
$335K +$1.3K +26 +0.4%
BPA
231
Beacon Pointe Advisors
California
$330K +$60.4K +1,204 +22%
DTC
232
Davidson Trust Company
Washington
$327K – – –
PCM
233
Parsons Capital Management
Rhode Island
$325K – – –
SC
234
Savant Capital
Illinois
$304K -$702 -14 -0.2%
PA
235
Pinnacle Associates
New York
$300K – – –
WFI
236
West Family Investments
California
$300K – – –
Truist Financial
237
Truist Financial
North Carolina
$299K +$13.5K +269 +5%
EGM
238
Engineers Gate Manager
New York
$296K +$304K +6,060 New
SCM
239
Stonebridge Capital Management
California
$295K – – –
CAM
240
Cozad Asset Management
Illinois
$289K +$1.1K +22 +0.4%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$287K +$32.2K +643 +12%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$284K +$14.4K +287 +5%
CP
243
CenterBook Partners
Connecticut
$281K +$289K +5,768 New
UM
244
UniSuper Management
Australia
$278K – – –
Baird Financial Group
245
Baird Financial Group
Wisconsin
$276K +$26.5K +529 +10%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$267K +$15.6K +312 +6%
WANY
247
Wealthspire Advisors (New York)
New York
$266K -$12.2K -243 -4%
RPCA
248
Running Point Capital Advisors
California
$265K – – –
ST
249
Smithfield Trust
Pennsylvania
$263K – – –
LF
250
Lee Financial
Texas
$256K -$25.1K -500 -9%