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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CP
251
Cumberland Partners
Ontario, Canada
$404K -$12.6K -209 -3%
SVWAG
252
Sound View Wealth Advisors Group
Georgia
$402K -$13.5K -224 -3%
PP
253
PDS Planning
Ohio
$401K +$121 +2 +0%
DTC
254
Davidson Trust Company
Washington
$398K
PAG
255
Private Advisor Group
New Jersey
$382K +$86.1K +1,425 +30%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$380K -$60 -1 -0%
X
257
Xponance
Pennsylvania
$378K +$366K +6,055 New
ALC
258
Alexander Labrunerie & Co
Missouri
$376K
SPIA
259
Steward Partners Investment Advisory
New York
$372K +$65.4K +1,082 +22%
GAM
260
Gotham Asset Management
New York
$371K -$145K -2,397 -29%
ATC
261
Argent Trust Co
Tennessee
$371K -$19.3K -320 -5%
FL
262
FreeGulliver LLC
Louisiana
$370K
RPCA
263
Running Point Capital Advisors
California
$368K
TI
264
Tidal Investments
Wisconsin
$367K -$138K -2,287 -28%
AFG
265
Atomi Financial Group
New York
$363K +$40.1K +663 +13%
DJSG
266
D.J. St. Germain
Massachusetts
$359K
CI
267
Corient IA
Florida
$356K +$345K +5,710 New
KJHP
268
K.J. Harrison & Partners
Ontario, Canada
$355K -$1.03K -17 -0.3%
Balyasny Asset Management
269
Balyasny Asset Management
Illinois
$355K -$1.12M -18,464 -76%
MFIM
270
Mesirow Financial Investment Management
Illinois
$353K +$1.15K +19 +0.3%
LRWA
271
Long Run Wealth Advisors
New York
$351K +$1.51K +25 +0.4%
Vontobel Holding
272
Vontobel Holding
Switzerland
$351K +$19.6K +325 +6%
SEI Investments
273
SEI Investments
Pennsylvania
$349K +$52.2K +864 +18%
PA
274
Pinnacle Associates
New York
$342K
PP
275
Prudential plc
United Kingdom
$338K -$1.64M -27,168 -83%