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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
276
Smithfield Trust
Pennsylvania
$337K – – –
ECM
277
Evergreen Capital Management
Washington
$336K -$87.4K -1,446 -21%
DMIC
278
Dixon Mitchell Investment Counsel
British Columbia, Canada
$331K +$201K +3,320 +168%
BEI
279
Benjamin Edwards Inc
Missouri
$314K +$27.8K +460 +10%
CFO
280
CVA Family Office
Colorado
$312K – – –
CWS
281
Confluence Wealth Services
Pennsylvania
$311K – – –
LI
282
Louisbourg Investments
New Brunswick, Canada
$310K -$725 -12 -0.2%
EI
283
Ethic Inc
New York
$301K +$291K +4,821 New
RWM
284
Ritholtz Wealth Management
New York
$299K +$2.36K +39 +0.8%
VA
285
Valmark Advisers
Ohio
$288K +$279K +4,614 New
RAM
286
Rempart Asset Management
Canada
$283K +$30.2K +500 +12%
CAM
287
Cozad Asset Management
Illinois
$279K – – –
PFA
288
Pathway Financial Advisors
Vermont
$276K – – –
AC
289
AlphaCore Capital
California
$276K +$41.2K +682 +18%
GT
290
Glenmede Trust
Pennsylvania
$268K +$260K +4,300 New
EWA
291
EP Wealth Advisors
California
$268K +$259K +4,293 New
WT
292
Washington Trust
Rhode Island
$264K -$181 -3 -0.1%
NW
293
NewEdge Wealth
Pennsylvania
$261K +$6.58K +109 +3%
EMCIP
294
Ewing Morris & Co Investment Partners
Ontario, Canada
$261K +$3.63K +60 +1%
SDJVC
295
St. Denis J. Villere & Co
Louisiana
$261K – – –
GC
296
Grimes & Company
Massachusetts
$258K +$1.81K +30 +0.7%
MFG
297
Merit Financial Group
Georgia
$257K +$17.3K +286 +7%
FRA
298
Frank Rimerman Advisors
California
$255K +$1.21K +20 +0.5%
BI
299
Ballast Inc
Kentucky
$255K – – –
CG
300
Caprock Group
Idaho
$253K -$68.1K -1,127 -22%
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