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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SA
326
Sanctuary Advisors
Indiana
$225K +$2.81K +44 +1%
EWA
327
EverSource Wealth Advisors
Alabama
$223K +$70.4K +1,101 +45%
AWA
328
Arkadios Wealth Advisors
Georgia
$215K +$2.69K +42 +1%
MFG
329
Merit Financial Group
Georgia
$214K -$44.8K -700 -17%
FSA
330
Franklin Street Advisors
North Carolina
$213K -$320K -5,000 -60%
SLT
331
St Louis Trust
Missouri
$212K
Fidelity International
332
Fidelity International
Bermuda
$208K
AWM
333
Axxcess Wealth Management
California
$202K +$447 +7 +0.2%
MCM
334
McDonough Capital Management
Florida
$200K +$205K +3,201 New
BGAI
335
Bruce G. Allen Investments
Colorado
$187K
BTI
336
Blue Trust Inc
Georgia
$186K +$53.9K +843 +39%
HNB
337
Huntington National Bank
Ohio
$175K -$831 -13 -0.5%
FHC
338
First Horizon Corporation
Tennessee
$173K
RC
339
Rexford Capital
Texas
$166K
UBS AM
340
UBS AM
Illinois
$142K +$128K +2,006 +751%
UBP
341
Union Bancaire Privee
Switzerland
$135K
CIAM
342
Caitong International Asset Management
Hong Kong
$129K +$13.6K +213 +12%
UB
343
UMB Bank
Missouri
$128K -$20.3K -317 -13%
RhumbLine Advisers
344
RhumbLine Advisers
Massachusetts
$126K +$639 +10 +0.5%
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$125K -$12.8K -200 -9%
CAL
346
Capital Advisors Ltd
Ohio
$119K
PCTC
347
Perkins Coie Trust Company
Washington
$117K
AssetMark Inc
348
AssetMark Inc
California
$115K +$1.02K +16 +0.9%
MCM
349
MAI Capital Management
Ohio
$115K +$7.16K +112 +6%
IA
350
IFP Advisors
Florida
$114K -$959 -15 -0.8%