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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
251
Beacon Pointe Advisors
California
$429K -$103K -1,672 -21%
WFI
252
West Family Investments
California
$429K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$427K +$85.6K +1,396 +28%
BNP Paribas Financial Markets
254
BNP Paribas Financial Markets
France
$426K -$1.7M -27,663 -81%
DTC
255
Davidson Trust Company
Washington
$424K
Baird Financial Group
256
Baird Financial Group
Wisconsin
$421K -$61 -1 -0%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$419K -$404K -6,594 -51%
ATC
258
Argent Trust Co
Tennessee
$416K +$49.2K +803 +15%
PI
259
PFG Investments
New York
$415K +$7.6K +124 +2%
DZ Bank
260
DZ Bank
Germany
$414K -$437K -7,129 -53%
PSP
261
Principal Street Partners
Tennessee
$402K +$371K +6,056 New
ALC
262
Alexander Labrunerie & Co
Missouri
$401K
FL
263
FreeGulliver LLC
Louisiana
$394K +$3.19K +52 +0.9%
Balyasny Asset Management
264
Balyasny Asset Management
Illinois
$392K +$362K +5,897 New
RPCA
265
Running Point Capital Advisors
California
$392K -$2.21K -36 -0.6%
EWM
266
Empirical Wealth Management
Washington
$386K +$2.15K +35 +0.6%
BBA
267
Baader Bank Aktiengesellschaft
Germany
$386K +$355K +5,790 New
Vontobel Holding
268
Vontobel Holding
Switzerland
$383K -$2.46M -40,178 -87%
DJSG
269
D.J. St. Germain
Massachusetts
$382K +$313K +5,097 +784%
KJHP
270
K.J. Harrison & Partners
Ontario, Canada
$378K +$68K +1,109 +24%
PA
271
Pinnacle Associates
New York
$376K
HF
272
HRT Financial
New York
$371K +$343K +5,598 New
LRWA
273
Long Run Wealth Advisors
New York
$369K +$2.88K +47 +0.9%
MT
274
Midwest Trust
Kansas
$369K +$341K +5,556 New
Focus Partners Wealth
275
Focus Partners Wealth
Massachusetts
$362K +$95.9K +1,564 +40%