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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DMIC
301
Dixon Mitchell Investment Counsel
British Columbia, Canada
$363K -$48.4K -672 -13%
AWA
302
Aaron Wealth Advisors
Illinois
$362K +$35.8K +497 +12%
GT
303
Glenmede Trust
Pennsylvania
$361K +$13.5K +188 +4%
CF
304
Canoe Financial
Alberta, Canada
$359K -$26.4K -367 -7%
BP
305
Ballentine Partners
Massachusetts
$355K +$326K +4,527 New
GG
306
Greenwood Gearhart
Arkansas
$353K +$28.8K +400 +10%
OL
307
Optas LLC
Texas
$349K +$321K +4,454 New
PFA
308
Pathway Financial Advisors
Vermont
$346K – – –
HWM
309
HB Wealth Management
Georgia
$344K +$16.7K +232 +6%
LI
310
Louisbourg Investments
New Brunswick, Canada
$344K -$51.7K -719 -14%
STA
311
Summit Trail Advisors
New York
$341K +$288 +4 +0.1%
PA
312
Parallel Advisors
California
$340K +$4.89K +68 +2%
FRA
313
Frank Rimerman Advisors
California
$339K +$17.1K +238 +6%
AAS
314
Ameritas Advisory Services
Nebraska
$335K +$307K +4,268 New
WT
315
Washington Trust
Rhode Island
$332K – – –
ALAM
316
Asahi Life Asset Management
Japan
$329K +$301K +4,187 New
SDJVC
317
St. Denis J. Villere & Co
Louisiana
$328K – – –
GC
318
Grimes & Company
Massachusetts
$327K -$27.5K -382 -8%
NW
319
NewEdge Wealth
Pennsylvania
$325K -$6.76K -94 -2%
HSBC Holdings
320
HSBC Holdings
United Kingdom
$322K +$295K +4,106 New
BJL
321
Brighton Jones LLC
Washington
$322K -$4.03K -56 -1%
BI
322
Ballast Inc
Kentucky
$320K – – –
GB
323
Goepper Burkhardt
South Carolina
$317K – – –
CP
324
Canopy Partners
Ohio
$317K +$8.13K +113 +3%
TSS
325
Two Sigma Securities
New York
$316K +$290K +4,031 New