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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
UBP
376
Union Bancaire Privee
Switzerland
$170K
SR
377
Swiss Re
Switzerland
$164K +$150K +2,084 New
AssetMark Inc
378
AssetMark Inc
California
$161K +$15.7K +218 +12%
UB
379
UMB Bank
Missouri
$160K
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$158K +$1.15K +16 +0.8%
T
381
TOBAM
France
$155K +$40.2K +559 +67%
RhumbLine Advisers
382
RhumbLine Advisers
Massachusetts
$154K -$4.03K -56 -3%
CAL
383
Capital Advisors Ltd
Ohio
$149K
CI
384
Corient IA
Florida
$149K -$274K -3,810 -67%
PCTC
385
Perkins Coie Trust Company
Washington
$147K
IA
386
IFP Advisors
Florida
$142K
PGAM
387
Princeton Global Asset Management
New Jersey
$137K
CH
388
Cromwell Holdings
Wyoming
$135K
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$134K
CWIG
390
Chung Wu Investment Group
Texas
$122K
CA
391
CoreCap Advisors
Michigan
$107K +$4.46K +62 +5%
SAM
392
Smartleaf Asset Management
Massachusetts
$106K
PP
393
Pacifica Partners
Canada
$105K
PF
394
PlanVest Financial
Maryland
$105K
MG
395
Mather Group
Illinois
$103K +$31.1K +432 +49%
B
396
Birchbrook
Maine
$102K
FFA
397
Farther Finance Advisors
California
$94.8K +$72 +1 +0.1%
LAM
398
LOM Asset Management
$94.6K
BCWM
399
Bartlett & Co Wealth Management
Ohio
$94.1K
CI
400
CX Institutional
Indiana
$93K