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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
251
Sound View Wealth Advisors Group
Georgia
$400K
RFC
252
Regions Financial Corp
Alabama
$396K -$7.04K -117 -2%
WFI
253
West Family Investments
California
$393K +$5.23K +87 +1%
ALAM
254
Asahi Life Asset Management
Japan
$392K +$185K +3,070 +89%
PP
255
PDS Planning
Ohio
$386K -$4.93K -82 -1%
DTC
256
Davidson Trust Company
Washington
$383K
ATC
257
Argent Trust Co
Tennessee
$376K
Baird Financial Group
258
Baird Financial Group
Wisconsin
$365K -$15K -250 -4%
ALC
259
Alexander Labrunerie & Co
Missouri
$362K
FL
260
FreeGulliver LLC
Louisiana
$356K
RPCA
261
Running Point Capital Advisors
California
$354K
EWM
262
Empirical Wealth Management
Washington
$349K
DJSG
263
D.J. St. Germain
Massachusetts
$345K
KJHP
264
K.J. Harrison & Partners
Ontario, Canada
$343K
MFIM
265
Mesirow Financial Investment Management
Illinois
$338K +$134K +2,222 +65%
LRWA
266
Long Run Wealth Advisors
New York
$336K +$2.77K +46 +0.8%
PA
267
Pinnacle Associates
New York
$329K -$10.5K -175 -3%
ST
268
Smithfield Trust
Pennsylvania
$324K
Vontobel Holding
269
Vontobel Holding
Switzerland
$318K -$27K -449 -8%
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$316K -$11.5K -191 -4%
AFG
271
Atomi Financial Group
New York
$310K +$361 +6 +0.1%
CG
272
Caprock Group
Idaho
$306K +$312K +5,183 New
CFO
273
CVA Family Office
Colorado
$300K
CWS
274
Confluence Wealth Services
Pennsylvania
$299K
LI
275
Louisbourg Investments
New Brunswick, Canada
$298K +$260K +4,317 +664%