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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
QP
226
Quilter Plc
United Kingdom
$526K -$5.7K -100 -1%
CAM
227
Claret Asset Management
Quebec, Canada
$497K +$2.62K +46 +0.5%
LGF
228
LGT Group Foundation
Liechtenstein
$486K -$145K -2,540 -23%
SC
229
Syon Capital
California
$484K +$81.7K +1,434 +20%
FSA
230
Franklin Street Advisors
North Carolina
$481K
PCIA
231
Prime Capital Investment Advisors
Kansas
$469K -$5.07K -89 -1%
XT
232
XTX Topco
Cayman Islands
$469K +$467K +8,185 New
BPA
233
Beacon Pointe Advisors
California
$466K +$95.5K +1,676 +26%
AIS
234
AM Investment Strategies
Tennessee
$463K +$969 +17 +0.2%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$459K +$44.6K +783 +11%
AQR Capital Management
236
AQR Capital Management
Connecticut
$454K +$243K +4,270 +114%
YCM
237
Yousif Capital Management
Michigan
$446K
S
238
SimplyRich
California
$441K
ECM
239
Evergreen Capital Management
Washington
$425K +$20.3K +357 +5%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$417K -$107K -1,872 -20%
TA
241
TFB Advisors
Kansas
$401K
SVWAG
242
Sound View Wealth Advisors Group
Georgia
$400K -$109K -1,909 -21%
MM
243
MQS Management
New York
$395K +$393K +6,891 New
MA
244
MONECO Advisors
Connecticut
$394K +$114 +2 +0%
SC
245
Savant Capital
Illinois
$390K -$10.1K -178 -3%
PCM
246
Parsons Capital Management
Rhode Island
$382K
WFI
247
West Family Investments
California
$370K +$46.5K +816 +14%
DTC
248
Davidson Trust Company
Washington
$365K
Baird Financial Group
249
Baird Financial Group
Wisconsin
$363K +$24.1K +423 +7%
FCI
250
Financial Counselors Inc
Kansas
$361K -$106K -1,852 -23%