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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
301
Integrated Wealth Concepts
Massachusetts
$370K +$340K +4,719 New
DMIC
302
Dixon Mitchell Investment Counsel
British Columbia, Canada
$363K -$48.4K -672 -13%
AWA
303
Aaron Wealth Advisors
Illinois
$362K +$35.8K +497 +12%
GT
304
Glenmede Trust
Pennsylvania
$361K +$13.5K +188 +4%
CF
305
Canoe Financial
Alberta, Canada
$359K -$26.4K -367 -7%
BP
306
Ballentine Partners
Massachusetts
$355K +$326K +4,527 New
GG
307
Greenwood Gearhart
Arkansas
$353K +$28.8K +400 +10%
OL
308
Optas LLC
Texas
$349K +$321K +4,454 New
PFA
309
Pathway Financial Advisors
Vermont
$346K
HWM
310
HB Wealth Management
Georgia
$344K +$16.7K +232 +6%
LI
311
Louisbourg Investments
New Brunswick, Canada
$344K -$51.7K -719 -14%
STA
312
Summit Trail Advisors
New York
$341K +$288 +4 +0.1%
PA
313
Parallel Advisors
California
$340K +$4.89K +68 +2%
FRA
314
Frank Rimerman Advisors
California
$339K +$17.1K +238 +6%
AAS
315
Ameritas Advisory Services
Nebraska
$335K +$307K +4,268 New
WT
316
Washington Trust
Rhode Island
$332K
ALAM
317
Asahi Life Asset Management
Japan
$329K +$301K +4,187 New
SDJVC
318
St. Denis J. Villere & Co
Louisiana
$328K
GC
319
Grimes & Company
Massachusetts
$327K -$27.5K -382 -8%
NW
320
NewEdge Wealth
Pennsylvania
$325K -$6.76K -94 -2%
HSBC Holdings
321
HSBC Holdings
United Kingdom
$322K +$295K +4,106 New
BJL
322
Brighton Jones LLC
Washington
$322K -$4.03K -56 -1%
BI
323
Ballast Inc
Kentucky
$320K
GB
324
Goepper Burkhardt
South Carolina
$317K
CP
325
Canopy Partners
Ohio
$317K +$8.13K +113 +3%