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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
276
Smithfield Trust
Pennsylvania
$358K -$30.7K -500 -8%
AFG
277
Atomi Financial Group
New York
$342K +$316K +5,151 New
RAM
278
Rempart Asset Management
Canada
$342K – – –
IC
279
IEQ Capital
California
$333K +$12.9K +210 +4%
CFO
280
CVA Family Office
Colorado
$332K – – –
SCM
281
Stonebridge Capital Management
California
$332K – – –
CWS
282
Confluence Wealth Services
Pennsylvania
$331K – – –
VCM
283
Versant Capital Management
Arizona
$330K -$6.81K -111 -2%
FAFN
284
First Affirmative Financial Network
Colorado
$329K -$13.9K -227 -4%
FRM
285
Fox Run Management
Connecticut
$319K +$294K +4,794 New
RWM
286
Ritholtz Wealth Management
New York
$317K -$1.41K -23 -0.5%
BEI
287
Benjamin Edwards Inc
Missouri
$302K -$31.3K -510 -10%
CAM
288
Cozad Asset Management
Illinois
$291K – – –
CCT
289
Capital City Trust
Florida
$291K -$13.2K -216 -5%
BTI
290
Blue Trust Inc
Georgia
$288K +$55.4K +904 +26%
PFA
291
Pathway Financial Advisors
Vermont
$288K – – –
WT
292
Washington Trust
Rhode Island
$287K -$2.88K -47 -1%
GIM
293
Glenmede Investment Management
Pennsylvania
$287K +$264K +4,312 New
NW
294
NewEdge Wealth
Pennsylvania
$284K -$1.29K -21 -0.5%
SDJVC
295
St. Denis J. Villere & Co
Louisiana
$278K – – –
BJL
296
Brighton Jones LLC
Washington
$274K -$32.8K -535 -11%
PA
297
Parallel Advisors
California
$274K +$5.58K +91 +2%
EWA
298
EP Wealth Advisors
California
$274K +$253K +4,122 New
BI
299
Ballast Inc
Kentucky
$271K – – –
GC
300
Grimes & Company
Massachusetts
$271K +$2.82K +46 +1%
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