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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
Waverly Advisors
Alabama
$637K +$71.1K +988 +14%
SPIA
252
Steward Partners Investment Advisory
New York
$622K -$288 -4 -0.1%
ASN
253
Advisory Services Network
Georgia
$609K -$6.76K -94 -1%
TC
254
Tacita Capital
Ontario, Canada
$587K +$16.6K +231 +3%
BPA
255
Beacon Pointe Advisors
California
$584K -$77.4K -1,075 -13%
PAG
256
Private Advisor Group
New Jersey
$578K -$34.9K -485 -6%
PI
257
PFG Investments
New York
$575K +$3.89K +54 +0.7%
Simplex Trading
258
Simplex Trading
Illinois
$569K +$522K +7,253 +103,614%
KeyBank National Association
259
KeyBank National Association
Ohio
$563K +$173K +2,411 +51%
Baird Financial Group
260
Baird Financial Group
Wisconsin
$555K +$71.2K +990 +16%
EWA
261
EP Wealth Advisors
California
$543K +$159K +2,209 +47%
Truist Financial
262
Truist Financial
North Carolina
$542K -$488K -6,783 -50%
CBU
263
CIBC Bancorp USA
Illinois
$527K +$484K +6,720 New
PCM
264
Parsons Capital Management
Rhode Island
$523K
CP
265
Cumberland Partners
Ontario, Canada
$522K -$1.44K -20 -0.3%
RFC
266
Regions Financial Corp
Alabama
$518K
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$516K +$63.1K +877 +15%
WFI
268
West Family Investments
California
$513K +$6.26K +87 +1%
SVWAG
269
Sound View Wealth Advisors Group
Georgia
$505K
PP
270
PDS Planning
Ohio
$501K +$3.45K +48 +0.8%
DTC
271
Davidson Trust Company
Washington
$501K
CC
272
Centiva Capital
New York
$496K +$455K +6,324 New
AWA
273
Arkadios Wealth Advisors
Georgia
$490K +$202K +2,814 +82%
KJHP
274
K.J. Harrison & Partners
Ontario, Canada
$486K +$32.7K +454 +8%
VWM
275
Venturi Wealth Management
Texas
$483K +$51.7K +718 +13%