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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WAU
326
Wellington-Altus USA
Manitoba, Canada
$182K +$164K +2,715 New
IBOK
327
Independence Bank of Kentucky
Kentucky
$177K – – –
HNB
328
Huntington National Bank
Ohio
$176K -$11.9K -197 -7%
FHC
329
First Horizon Corporation
Tennessee
$173K – – –
DB
330
Danske Bank
Denmark
$168K -$18.5K -307 -10%
RC
331
Rexford Capital
Texas
$166K – – –
EWA
332
EverSource Wealth Advisors
Alabama
$154K +$21.8K +360 +17%
UB
333
UMB Bank
Missouri
$147K +$121K +2,007 +569%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$137K -$4.05K -67 -3%
BTI
335
Blue Trust Inc
Georgia
$133K – – –
UBP
336
Union Bancaire Privee
Switzerland
$133K – – –
PWPS
337
Pinnacle Wealth Planning Services
Ohio
$126K +$122K +2,014 New
RhumbLine Advisers
338
RhumbLine Advisers
Massachusetts
$126K -$2.72K -45 -2%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$125K -$12.3K -203 -9%
CAL
340
Capital Advisors Ltd
Ohio
$119K – – –
CI
341
CX Institutional
Indiana
$118K – – –
PCTC
342
Perkins Coie Trust Company
Washington
$117K – – –
CIAM
343
Caitong International Asset Management
Hong Kong
$115K +$94.2K +1,559 +539%
IA
344
IFP Advisors
Florida
$114K – – –
AssetMark Inc
345
AssetMark Inc
California
$114K -$1.51K -25 -1%
PGAM
346
Princeton Global Asset Management
New Jersey
$109K – – –
MCM
347
MAI Capital Management
Ohio
$108K +$76.9K +1,273 +279%
CH
348
Cromwell Holdings
Wyoming
$107K – – –
AAP
349
Arax Advisory Partners
Colorado
$103K -$115K -1,907 -54%
CWIG
350
Chung Wu Investment Group
Texas
$96.9K – – –