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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SHM
326
Sagard Holdings Management
Ontario, Canada
$214K +$198K +3,221 New
AWM
327
Axxcess Wealth Management
California
$214K +$197K +3,216 New
JWCA
328
J.W. Cole Advisors
Florida
$212K +$196K +3,190 New
FAM
329
Flaharty Asset Management
Florida
$212K -$25.9K -423 -12%
MCM
330
McDonough Capital Management
Florida
$211K +$195K +3,182 New
JLBC
331
J.L. Bainbridge & Co
Florida
$209K +$193K +3,148 New
WANY
332
Wealthspire Advisors (New York)
New York
$208K +$192K +3,124 New
MOS
333
MGO One Seven
Ohio
$207K +$191K +3,119 New
OIA
334
OneDigital Investment Advisors
Kansas
$207K +$191K +3,111 New
HI
335
Harbour Investments
Wisconsin
$206K -$12.7K -207 -6%
SCP
336
Sivia Capital Partners
California
$204K +$188K +3,063 New
BGAI
337
Bruce G. Allen Investments
Colorado
$199K
IBOK
338
Independence Bank of Kentucky
Kentucky
$189K
DB
339
Danske Bank
Denmark
$186K
FHA
340
First Horizon Advisors
Tennessee
$184K
HNB
341
Huntington National Bank
Ohio
$182K -$858 -14 -0.5%
RC
342
Rexford Capital
Texas
$176K +$163K +2,655 New
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$148K +$1.1K +18 +0.8%
RhumbLine Advisers
344
RhumbLine Advisers
Massachusetts
$137K -$1.53K -25 -1%
IA
345
IFP Advisors
Florida
$134K -$4.05K -66 -3%
CAL
346
Capital Advisors Ltd
Ohio
$126K
CI
347
CX Institutional
Indiana
$126K
AssetMark Inc
348
AssetMark Inc
California
$124K +$89.2K +1,454 +347%
PCTC
349
Perkins Coie Trust Company
Washington
$124K
PGAM
350
Princeton Global Asset Management
New Jersey
$116K +$4.54K +74 +4%