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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VI
226
Versor Investments
New York
$436K +$413K +8,397 New
XT
227
XTX Topco
Cayman Islands
$434K +$412K +8,378 New
CAM
228
Claret Asset Management
Quebec, Canada
$418K -$9.55K -194 -2%
AIS
229
AM Investment Strategies
Tennessee
$415K +$935 +19 +0.2%
Royal London Asset Management
230
Royal London Asset Management
United Kingdom
$403K
FTDI
231
First Trust Direct Indexing
Massachusetts
$401K +$34.3K +697 +10%
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$395K -$336K -6,820 -47%
BL
233
Balentine LLC
Georgia
$394K -$126K -2,554 -25%
BFM
234
Boston Financial Management
Massachusetts
$388K
GAM
235
Gotham Asset Management
New York
$388K +$368K +7,478 New
Brown Advisory
236
Brown Advisory
Maryland
$379K
AC
237
AXQ Capital
New Jersey
$364K +$345K +7,020 New
SVWAG
238
Sound View Wealth Advisors Group
Georgia
$362K
Truist Financial
239
Truist Financial
North Carolina
$359K +$39.1K +795 +13%
MA
240
MONECO Advisors
Connecticut
$356K +$98 +2 +0%
Wealth Enhancement Advisory Services
241
Wealth Enhancement Advisory Services
Minnesota
$352K -$11.9K -241 -3%
DTC
242
Davidson Trust Company
Washington
$347K
PCM
243
Parsons Capital Management
Rhode Island
$346K
FCI
244
Financial Counselors Inc
Kansas
$342K +$67.8K +1,378 +26%
BPA
245
Beacon Pointe Advisors
California
$337K -$13.3K -270 -4%
SC
246
Savant Capital
Illinois
$324K
PA
247
Pinnacle Associates
New York
$319K
WFI
248
West Family Investments
California
$318K
SPS
249
Susquehanna Portfolio Strategies
Pennsylvania
$316K +$300K +6,100 New
MML Investors Services
250
MML Investors Services
Massachusetts
$310K +$294K +5,976 New