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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
326
Independence Bank of Kentucky
Kentucky
$177K
HNB
327
Huntington National Bank
Ohio
$176K -$11.9K -197 -7%
FHC
328
First Horizon Corporation
Tennessee
$173K
DB
329
Danske Bank
Denmark
$168K -$18.5K -307 -10%
RC
330
Rexford Capital
Texas
$166K
EWA
331
EverSource Wealth Advisors
Alabama
$154K +$21.8K +360 +17%
UB
332
UMB Bank
Missouri
$147K +$121K +2,007 +569%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$137K -$4.05K -67 -3%
BTI
334
Blue Trust Inc
Georgia
$133K
UBP
335
Union Bancaire Privee
Switzerland
$133K
PWPS
336
Pinnacle Wealth Planning Services
Ohio
$126K +$122K +2,014 New
RhumbLine Advisers
337
RhumbLine Advisers
Massachusetts
$126K -$2.72K -45 -2%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$125K -$12.3K -203 -9%
CAL
339
Capital Advisors Ltd
Ohio
$119K
CI
340
CX Institutional
Indiana
$118K
PCTC
341
Perkins Coie Trust Company
Washington
$117K
CIAM
342
Caitong International Asset Management
Hong Kong
$115K +$94.2K +1,559 +539%
IA
343
IFP Advisors
Florida
$114K
AssetMark Inc
344
AssetMark Inc
California
$114K -$1.51K -25 -1%
PGAM
345
Princeton Global Asset Management
New Jersey
$109K
MCM
346
MAI Capital Management
Ohio
$108K +$76.9K +1,273 +279%
CH
347
Cromwell Holdings
Wyoming
$107K
AAP
348
Arax Advisory Partners
Colorado
$103K -$115K -1,907 -54%
CWIG
349
Chung Wu Investment Group
Texas
$96.9K
SAM
350
Smartleaf Asset Management
Massachusetts
$89.2K +$50.4K +835 +142%