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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
476
Raffa Wealth Management
District of Columbia
$3.21K +$1.15K +16 +64%
CIAM
477
Caitong International Asset Management
Hong Kong
$2.67K -$146K -2,027 -98%
SHIM
478
Stone House Investment Management
Pennsylvania
$2.04K +$720 +10 +63%
PCM
479
Penserra Capital Management
California
$2K – – –
FWA
480
Flagship Wealth Advisors
Massachusetts
$1.96K +$1.8K +25 New
MCM
481
MV Capital Management
Maryland
$1.8K +$864 +12 +109%
LI
482
LRI Investments
Florida
$1.8K +$1.66K +23 New
PWA
483
Physician Wealth Advisors
Utah
$1.65K +$1.51K +21 New
CFD
484
Creative Financial Designs
Indiana
$1.57K – – –
NRG
485
Nemes Rush Group
Michigan
$1.49K – – –
GBT
486
Grove Bank & Trust
Florida
$1.25K – – –
GFA
487
Godfrey Financial Associates
New York
$1.02K – – –
SGK
488
Steigerwald Gordon & Koch
Virginia
$941 – – –
FNWA
489
Financial Network Wealth Advisors
Utah
$549 +$504 +7 New
TFA
490
Transamerica Financial Advisors
Florida
$548 +$432 +6 +600%
Victory Capital Management
491
Victory Capital Management
Texas
$470 – – –
BWL
492
Bogart Wealth LLC
Virginia
$314 – – –
IPS
493
Investors Portfolio Services
Washington
$314 – – –
MWM
494
Mascoma Wealth Management
New Hampshire
$76 – – –
JAM
495
Jupiter Asset Management
United Kingdom
– -$53.2M -852,474 Closed
PTPFOECYE
496
PBU - The Pension Fund of Early Childhood & Youth Educators
– -$17.9M -286,362 Closed
BA
497
Bridgewater Associates
Connecticut
– -$15.7M -250,635 Closed
SNT
498
SIG North Trading
Pennsylvania
– -$14M -194,641 Closed
SG
499
Sienna Gestion
France
– -$11.6M -186,385 Closed
Balyasny Asset Management
500
Balyasny Asset Management
Illinois
– -$9.14M -146,173 Closed