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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
251
First Trust Direct Indexing
Massachusetts
$282K -$16.7K -339 -6%
ST
252
Smithfield Trust
Pennsylvania
$281K
DI
253
DFPG Investments
Utah
$277K -$786 -16 -0.3%
FCI
254
Financial Counselors Inc
Kansas
$274K
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$273K -$41.7K -848 -14%
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$269K +$30.7K +624 +14%
RFC
257
Regions Financial Corp
Alabama
$268K -$18K -366 -7%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$268K -$4.91K -100 -2%
RWM
259
Ritholtz Wealth Management
New York
$267K -$10.8K -220 -4%
PWPS
260
Pinnacle Wealth Planning Services
Ohio
$266K -$49 -1 -0%
CFO
261
CVA Family Office
Colorado
$261K
CWS
262
Confluence Wealth Services
Pennsylvania
$260K
CGL
263
Clarius Group LLC
Washington
$259K +$9.97K +203 +4%
NB
264
Northwest Bancshares
Pennsylvania
$258K
RG
265
Rathbones Group
United Kingdom
$252K -$13.5K -274 -5%
CFD
266
Creative Financial Designs
Indiana
$245K -$7.22K -147 -3%
SIA
267
Schechter Investment Advisors
Michigan
$245K +$19.7K +400 +9%
PP
268
PDS Planning
Ohio
$243K +$229K +4,659 New
NW
269
NewEdge Wealth
Pennsylvania
$241K
V
270
Veritable
Delaware
$240K
CCT
271
Capital City Trust
Florida
$240K
IC
272
IEQ Capital
California
$237K +$1.77K +36 +0.8%
S
273
SimplyRich
California
$233K
FAM
274
Flaharty Asset Management
Florida
$230K
BC
275
Bridgefront Capital
Texas
$229K +$216K +4,396 New