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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NW
251
NewEdge Wealth
Pennsylvania
$215K +$205K +4,641 New
DI
252
DFPG Investments
Utah
$215K +$199K +4,505 New
V
253
Veritable
Delaware
$214K +$204K +4,602 New
CCT
254
Capital City Trust
Florida
$213K +$203K +4,596 New
IB
255
Intrust Bank
Kansas
$212K +$202K +4,572 New
FTDI
256
First Trust Direct Indexing
Massachusetts
$211K -$21.8K -492 -10%
S
257
SimplyRich
California
$211K +$201K +4,547 New
ONB
258
Old National Bancorp
Indiana
$208K -$91.1K -2,058 -31%
IC
259
IEQ Capital
California
$207K +$198K +4,467 New
FAM
260
Flaharty Asset Management
Florida
$205K +$195K +4,411 New
Pacer Advisors
261
Pacer Advisors
Pennsylvania
$204K +$194K +4,388 New
PFA
262
Pathway Financial Advisors
Vermont
$201K +$192K +4,339 New
MA
263
MONECO Advisors
Connecticut
$201K +$192K +4,331 New
Truist Financial
264
Truist Financial
North Carolina
$200K +$191K +4,310 New
HNB
265
Huntington National Bank
Ohio
$183K -$78.5K -1,775 -31%
CHC
266
City Holding Co
West Virginia
$172K
LC
267
Lindbrook Capital
California
$167K +$3.5K +79 +2%
PA
268
Parallel Advisors
California
$153K -$12.6K -284 -8%
GIS
269
Grayhawk Investment Strategies
Alberta, Canada
$150K -$129K -2,906 -90%
CFB
270
Cullen/Frost Bankers
Texas
$143K +$68.7K +1,553 +102%
IBOK
271
Independence Bank of Kentucky
Kentucky
$132K
FHA
272
First Horizon Advisors
Tennessee
$129K -$10K -227 -8%
HPC
273
HM Payson & Co
Maine
$116K +$78.1K +1,766 +238%
QCG
274
Quadrant Capital Group
Ohio
$115K -$86.2K -1,948 -44%
IA
275
IFP Advisors
Florida
$108K -$24.7K -559 -18%