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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Diversify Wealth Management
Utah
$634K +$575K +8,996 New
CI
227
Cigna Investments
Connecticut
$625K
CS
228
Candriam SCA
Luxembourg
$612K +$11.3K +177 +2%
RWM
229
Ritholtz Wealth Management
New York
$605K +$312K +4,880 +102%
PP
230
PDT Partners
New York
$604K
WC
231
Woodstock Corp
Massachusetts
$604K
PAW
232
Plan A Wealth
Nebraska
$602K +$35K +547 +6%
IRP
233
Investment Research Partners
Pennsylvania
$594K +$43.5K +680 +8%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$569K -$3.26K -51 -0.6%
FTA
235
Financial & Tax Architects
Missouri
$562K -$211K -3,298 -27%
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$554K -$801K -12,535 -58%
TI
237
Tidal Investments
Wisconsin
$535K +$172K +2,683 +46%
BPA
238
Beacon Pointe Advisors
California
$533K +$298K +4,661 +121%
LGF
239
LGT Group Foundation
Liechtenstein
$532K
1C
240
111 Capital
France
$527K +$538K +8,408 New
PCIA
241
Prime Capital Investment Advisors
Kansas
$517K -$3.13K -49 -0.6%
AIS
242
AM Investment Strategies
Tennessee
$511K +$1.22K +19 +0.2%
William Blair & Company
243
William Blair & Company
Illinois
$509K -$136K -2,121 -21%
SPIA
244
Steward Partners Investment Advisory
New York
$497K +$127K +1,984 +33%
ASN
245
Advisory Services Network
Georgia
$492K +$9.14K +143 +2%
PAG
246
Private Advisor Group
New Jersey
$492K +$111K +1,731 +28%
AFG
247
Atomi Financial Group
New York
$488K +$127K +1,980 +34%
FAMI
248
Fideuram Asset Management (Ireland)
$462K +$338K +5,282 New
Capstone Investment Advisors
249
Capstone Investment Advisors
New York
$457K +$467K +7,298 New
PI
250
PFG Investments
New York
$456K -$16.9K -265 -4%