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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BBVA
226
Banco Bilbao Vizcaya Argentaria
Spain
$466K -$388K -7,426 -48%
CAM
227
Cresset Asset Management
Illinois
$461K -$14.8K -283 -3%
SC
228
Savant Capital
Illinois
$458K +$5.59K +107 +1%
FCI
229
Financial Counselors Inc
Kansas
$454K +$92.7K +1,774 +29%
S
230
SimplyRich
California
$444K +$166K +3,185 +71%
BFM
231
Boston Financial Management
Massachusetts
$435K
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$433K -$13.8K -265 -3%
Truist Financial
233
Truist Financial
North Carolina
$418K +$32.8K +627 +10%
WFI
234
West Family Investments
California
$417K +$54.3K +1,039 +17%
RAM
235
Rempart Asset Management
Canada
$414K -$17.7K -339 -4%
TA
236
TFB Advisors
Kansas
$406K
SC
237
Syon Capital
California
$404K -$34.6K -662 -9%
MGIA
238
Moneta Group Investment Advisors
Missouri
$402K +$362K +6,936 New
ECM
239
Evergreen Capital Management
Washington
$402K +$81.1K +1,551 +29%
Luther King Capital Management (LKCM)
240
Luther King Capital Management (LKCM)
Texas
$399K -$125K -2,386 -26%
MA
241
MONECO Advisors
Connecticut
$399K +$105 +2 +0%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$390K +$8.94K +171 +3%
PCM
243
Parsons Capital Management
Rhode Island
$387K
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$376K -$5.64K -108 -2%
BTI
245
Blue Trust Inc
Georgia
$375K +$221K +4,237 +124%
DTC
246
Davidson Trust Company
Washington
$370K
KJHP
247
K.J. Harrison & Partners
Ontario, Canada
$361K -$1.14M -21,836 -78%
PI
248
PFG Investments
New York
$351K +$32.1K +614 +11%
ALC
249
Alexander Labrunerie & Co
Missouri
$350K
CP
250
Cumberland Partners
Ontario, Canada
$345K