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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Burney Company
Virginia
$1.12M +$44.6K +910 +4%
LNWWM
152
Laird Norton Wetherby Wealth Management
California
$1.1M -$1.22K -25 -0.1%
SEI Investments
153
SEI Investments
Pennsylvania
$1.09M -$34.4K -703 -3%
CP
154
Cumberland Partners
Ontario, Canada
$1.08M -$64.9K -1,325 -6%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$1.02M -$36.5K -745 -4%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$997K +$88.1K +1,799 +10%
HSA
157
HBK Sorce Advisory
Pennsylvania
$910K – – –
SSA
158
Schonfeld Strategic Advisors
New York
$879K +$274K +5,600 +47%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$841K +$14.2K +290 +2%
Capital World Investors
160
Capital World Investors
California
$818K +$793K +16,189 New
WT
161
Washington Trust
Rhode Island
$809K -$40.7K -832 -5%
CCIA
162
Campbell & Co Investment Adviser
Maryland
$781K +$250K +5,100 +49%
MAP
163
Moody Aldrich Partners
Massachusetts
$778K – – –
American Century Companies
164
American Century Companies
Missouri
$769K +$89.9K +1,836 +14%
EWP
165
Engrave Wealth Partners
Texas
$759K – – –
QP
166
Quilter Plc
United Kingdom
$757K -$18K -368 -2%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$751K +$64.8K +1,324 +10%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$739K +$6.66K +136 +0.9%
William Blair & Company
169
William Blair & Company
Illinois
$736K +$15.9K +325 +2%
BBVA
170
Banco Bilbao Vizcaya Argentaria
Spain
$728K +$173K +3,530 +32%
HBT
171
Hills Bank & Trust
Iowa
$708K -$196K -4,000 -22%
WA
172
Wambolt & Associates
Colorado
$664K +$190K +3,888 +43%
VanEck Associates
173
VanEck Associates
New York
$658K +$113K +2,317 +22%
SW
174
SVB Wealth
Massachusetts
$653K -$3.62K -74 -0.6%
MME
175
Meag Munich Ergo
Germany
$641K -$578K -11,803 -48%