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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PP
251
PDS Planning
Ohio
$360K +$43.4K +761 +14%
PI
252
PFG Investments
New York
$351K +$2.17K +38 +0.6%
AFP
253
Ausdal Financial Partners
Iowa
$349K +$347K +6,088 New
ALC
254
Alexander Labrunerie & Co
Missouri
$345K
GT
255
Glenmede Trust
Pennsylvania
$345K +$42.9K +752 +14%
RPCA
256
Running Point Capital Advisors
California
$340K +$20.7K +364 +7%
ST
257
Smithfield Trust
Pennsylvania
$338K
FL
258
FreeGulliver LLC
Louisiana
$336K -$2.96K -52 -0.9%
DAS
259
Diversify Advisory Services
Utah
$336K -$2.28K -40 -0.7%
EMCIP
260
Ewing Morris & Co Investment Partners
Ontario, Canada
$334K +$231K +4,061 New
EWM
261
Empirical Wealth Management
Washington
$331K
PA
262
Pinnacle Associates
New York
$324K
Verition Fund Management
263
Verition Fund Management
Connecticut
$317K +$316K +5,544 New
LRWA
264
Long Run Wealth Advisors
New York
$315K +$1.31K +23 +0.4%
ATC
265
Argent Trust Co
Tennessee
$312K
RFC
266
Regions Financial Corp
Alabama
$300K -$85.5K -1,500 -22%
FAFN
267
First Affirmative Financial Network
Colorado
$297K -$32.7K -573 -10%
RAM
268
Rempart Asset Management
Canada
$294K -$11.4K -200 -4%
PAG
269
Private Advisor Group
New Jersey
$291K -$203K -3,569 -41%
VCM
270
Versant Capital Management
Arizona
$290K +$284K +4,980 +5,413%
BEI
271
Benjamin Edwards Inc
Missouri
$289K +$9.52K +167 +3%
Luther King Capital Management (LKCM)
272
Luther King Capital Management (LKCM)
Texas
$289K -$54.2K -951 -16%
CWS
273
Confluence Wealth Services
Pennsylvania
$288K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$288K +$456 +8 +0.2%
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$288K +$8.21K +144 +3%