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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
276
Evergreen Capital Management
Washington
$358K +$21.9K +343 +6%
Vontobel Holding
277
Vontobel Holding
Switzerland
$358K +$5.95K +93 +2%
CI
278
Corient IA
Florida
$357K
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$357K +$136K +2,132 +60%
MFIM
280
Mesirow Financial Investment Management
Illinois
$355K +$1.22K +19 +0.3%
HI
281
Harbour Investments
Wisconsin
$345K +$136K +2,128 +63%
PA
282
Pinnacle Associates
New York
$344K +$1.47K +23 +0.4%
VWM
283
Venturi Wealth Management
Texas
$340K +$348K +5,442 New
ST
284
Smithfield Trust
Pennsylvania
$337K
DMIC
285
Dixon Mitchell Investment Counsel
British Columbia, Canada
$331K
BEI
286
Benjamin Edwards Inc
Missouri
$327K +$12.7K +198 +4%
LI
287
Louisbourg Investments
New Brunswick, Canada
$319K +$9.59K +150 +3%
CFO
288
CVA Family Office
Colorado
$313K
SCM
289
Stonebridge Capital Management
California
$313K +$320K +5,000 New
CWS
290
Confluence Wealth Services
Pennsylvania
$312K
CF
291
Canoe Financial
Alberta, Canada
$310K +$316K +4,946 New
KeyBank National Association
292
KeyBank National Association
Ohio
$298K +$304K +4,763 New
EWA
293
EP Wealth Advisors
California
$295K +$26.7K +417 +10%
SRL
294
Scientech Research LLC
New Jersey
$293K +$300K +4,685 New
FAFN
295
First Affirmative Financial Network
Colorado
$291K +$298K +4,657 New
EMCIP
296
Ewing Morris & Co Investment Partners
Ontario, Canada
$291K +$34.5K +540 +13%
GC
297
Grimes & Company
Massachusetts
$285K +$26.9K +421 +10%
RAM
298
Rempart Asset Management
Canada
$283K
VA
299
VestGen Advisors
Illinois
$282K +$255K +3,993 New
PFA
300
Pathway Financial Advisors
Vermont
$276K