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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$993K -$172K -3,963 -15%
LNWWM
152
Laird Norton Wetherby Wealth Management
California
$968K -$3.6K -83 -0.4%
BC
153
Burney Company
Virginia
$946K -$60.8K -1,403 -6%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$929K +$19K +439 +2%
JAM
155
Jupiter Asset Management
United Kingdom
$814K +$795K +18,359 New
RJA
156
Raymond James & Associates
Florida
$807K +$29.8K +687 +4%
HBT
157
Hills Bank & Trust
Iowa
$800K -$173K -4,000 -18%
HSA
158
HBK Sorce Advisory
Pennsylvania
$800K – – –
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$797K +$22K +508 +3%
WT
160
Washington Trust
Rhode Island
$748K +$461K +10,650 +172%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$727K -$823 -19 -0.1%
EWP
162
Engrave Wealth Partners
Texas
$716K – – –
CSS
163
Cubist Systematic Strategies
Connecticut
$702K -$308K -7,100 -31%
MAP
164
Moody Aldrich Partners
Massachusetts
$684K – – –
QP
165
Quilter Plc
United Kingdom
$683K – – –
PP
166
PDT Partners
New York
$679K +$661K +15,267 New
N
167
Natixis
France
$645K +$313K +7,219 +99%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$644K – – –
William Blair & Company
169
William Blair & Company
Illinois
$633K -$5.07K -117 -0.8%
PP
170
Paloma Partners
Connecticut
$625K +$609K +14,066 New
RJFSA
171
Raymond James Financial Services Advisors
Florida
$601K -$90.1K -2,080 -13%
American Century Companies
172
American Century Companies
Missouri
$595K +$235K +5,416 +68%
SW
173
SVB Wealth
Massachusetts
$577K +$190K +4,387 +51%
LPL Financial
174
LPL Financial
California
$562K +$97.5K +2,251 +22%
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
$561K +$547K +12,628 New