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Sun Life Financial
SLF

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
301
Glenmede Trust
Pennsylvania
$276K +$7.03K +110 +3%
STA
302
Summit Trail Advisors
New York
$272K +$278K +4,346 New
PA
303
Parallel Advisors
California
$267K +$35.7K +559 +15%
NW
304
NewEdge Wealth
Pennsylvania
$265K +$3.07K +48 +1%
WT
305
Washington Trust
Rhode Island
$265K – – –
SDJVC
306
St. Denis J. Villere & Co
Louisiana
$261K – – –
HWM
307
HB Wealth Management
Georgia
$260K +$12K +187 +5%
BJL
308
Brighton Jones LLC
Washington
$260K +$266K +4,158 New
VCM
309
Versant Capital Management
Arizona
$260K +$49.6K +776 +23%
AWA
310
Aaron Wealth Advisors
Illinois
$258K +$264K +4,122 New
JG
311
Jain Global
New York
$257K +$263K +4,110 New
GG
312
Greenwood Gearhart
Arkansas
$256K +$262K +4,098 New
FRA
313
Frank Rimerman Advisors
California
$256K – – –
BI
314
Ballast Inc
Kentucky
$255K – – –
CAM
315
Cozad Asset Management
Illinois
$255K -$25.3K -396 -9%
GB
316
Goepper Burkhardt
South Carolina
$253K +$259K +4,046 New
NP
317
Nilsine Partners
Colorado
$252K – – –
CP
318
Canopy Partners
Ohio
$246K +$5.95K +93 +2%
PI
319
PineBridge Investments
New York
$243K +$178K +2,789 New
MMPW
320
Mitchell McLeod Pugh & Williams
Alabama
$241K – – –
WDL
321
Well Done LLC
Michigan
$236K – – –
PP
322
Prudential plc
United Kingdom
$235K -$106K -1,664 -31%
DCM
323
DGS Capital Management
New Jersey
$231K +$22.1K +345 +10%
BIG
324
Brooklyn Investment Group
New York
$227K +$232K +3,632 New
CCA
325
Checchi Capital Advisers
California
$225K +$13.7K +214 +6%
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