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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Claret Asset Management
Quebec, Canada
$418K -$9.55K -194 -2%
AIS
227
AM Investment Strategies
Tennessee
$415K +$935 +19 +0.2%
Royal London Asset Management
228
Royal London Asset Management
United Kingdom
$403K – – –
FTDI
229
First Trust Direct Indexing
Massachusetts
$401K +$34.3K +697 +10%
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$395K -$336K -6,820 -47%
BL
231
Balentine LLC
Georgia
$394K -$126K -2,554 -25%
BFM
232
Boston Financial Management
Massachusetts
$388K – – –
GAM
233
Gotham Asset Management
New York
$388K +$368K +7,478 New
Brown Advisory
234
Brown Advisory
Maryland
$379K – – –
SC
235
Syon Capital
California
$375K +$116K +2,358 +48%
AC
236
AXQ Capital
New Jersey
$364K +$345K +7,020 New
SVWAG
237
Sound View Wealth Advisors Group
Georgia
$362K – – –
Truist Financial
238
Truist Financial
North Carolina
$359K +$39.1K +795 +13%
MA
239
MONECO Advisors
Connecticut
$356K +$98 +2 +0%
Wealth Enhancement Advisory Services
240
Wealth Enhancement Advisory Services
Minnesota
$352K -$11.9K -241 -3%
DTC
241
Davidson Trust Company
Washington
$347K – – –
PCM
242
Parsons Capital Management
Rhode Island
$346K – – –
FCI
243
Financial Counselors Inc
Kansas
$342K +$67.8K +1,378 +26%
BPA
244
Beacon Pointe Advisors
California
$337K -$13.3K -270 -4%
SC
245
Savant Capital
Illinois
$324K – – –
PA
246
Pinnacle Associates
New York
$319K – – –
WFI
247
West Family Investments
California
$318K – – –
SPS
248
Susquehanna Portfolio Strategies
Pennsylvania
$316K +$300K +6,100 New
MML Investors Services
249
MML Investors Services
Massachusetts
$310K +$294K +5,976 New
CAM
250
Cozad Asset Management
Illinois
$307K – – –