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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IRP
226
Investment Research Partners
Pennsylvania
$540K +$526K +8,745 New
CAM
227
Claret Asset Management
Quebec, Canada
$539K +$28.3K +471 +6%
Lazard Asset Management
228
Lazard Asset Management
New York
$529K +$507K +8,428 +2,218%
DAS
229
Diversify Advisory Services
Utah
$523K
N
230
Natixis
France
$519K +$276K +4,583 +113%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$515K +$130K +2,166 +34%
LGF
232
LGT Group Foundation
Liechtenstein
$512K
PAW
233
Plan A Wealth
Nebraska
$511K +$50.6K +841 +11%
FSA
234
Franklin Street Advisors
North Carolina
$504K
GAM
235
Gotham Asset Management
New York
$501K +$502K +8,342 New
PCIA
236
Prime Capital Investment Advisors
Kansas
$495K +$3.25K +54 +0.7%
TI
237
Tidal Investments
Wisconsin
$490K +$491K +8,161 New
MM
238
MQS Management
New York
$489K +$72.1K +1,198 +17%
AIS
239
AM Investment Strategies
Tennessee
$488K +$1.02K +17 +0.2%
S
240
SimplyRich
California
$482K +$3.97K +66 +0.8%
ASN
241
Advisory Services Network
Georgia
$460K +$461K +7,658 New
SC
242
Savant Capital
Illinois
$453K -$143K -2,382 -24%
TA
243
TFB Advisors
Kansas
$437K
YCM
244
Yousif Capital Management
Michigan
$414K -$89.6K -1,490 -18%
QP
245
Quilter Plc
United Kingdom
$413K
ECM
246
Evergreen Capital Management
Washington
$410K -$16.5K -274 -4%
PI
247
PFG Investments
New York
$406K +$30.7K +511 +8%
DO
248
denkapparat Operations
Germany
$402K
CP
249
Cumberland Partners
Ontario, Canada
$401K -$1.68M -28,008 -81%
PCM
250
Parsons Capital Management
Rhode Island
$400K