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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
376
UBS AM
Illinois
$178K – – –
UBP
377
Union Bancaire Privee
Switzerland
$170K – – –
SR
378
Swiss Re
Switzerland
$164K +$150K +2,084 New
AssetMark Inc
379
AssetMark Inc
California
$161K +$15.7K +218 +12%
UB
380
UMB Bank
Missouri
$160K – – –
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$158K +$1.15K +16 +0.8%
T
382
TOBAM
France
$155K +$40.2K +559 +67%
RhumbLine Advisers
383
RhumbLine Advisers
Massachusetts
$154K -$4.03K -56 -3%
CAL
384
Capital Advisors Ltd
Ohio
$149K – – –
CI
385
Corient IA
Florida
$149K -$274K -3,810 -67%
PCTC
386
Perkins Coie Trust Company
Washington
$147K – – –
IA
387
IFP Advisors
Florida
$142K – – –
PGAM
388
Princeton Global Asset Management
New Jersey
$137K – – –
CH
389
Cromwell Holdings
Wyoming
$135K – – –
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$134K – – –
CWIG
391
Chung Wu Investment Group
Texas
$122K – – –
CA
392
CoreCap Advisors
Michigan
$107K +$4.46K +62 +5%
SAM
393
Smartleaf Asset Management
Massachusetts
$106K – – –
PP
394
Pacifica Partners
Canada
$105K – – –
PF
395
PlanVest Financial
Maryland
$105K – – –
MG
396
Mather Group
Illinois
$103K +$31.1K +432 +49%
B
397
Birchbrook
Maine
$102K – – –
FFA
398
Farther Finance Advisors
California
$94.8K +$72 +1 +0.1%
LAM
399
LOM Asset Management
$94.6K – – –
BCWM
400
Bartlett & Co Wealth Management
Ohio
$94.1K – – –