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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Wambolt & Associates
Colorado
$867K +$198K +3,739 +29%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$844K -$15K -284 -2%
WT
153
Washington Trust
Rhode Island
$817K -$8.45K -160 -1%
EWP
154
Engrave Wealth Partners
Texas
$774K
VanEck Associates
155
VanEck Associates
New York
$767K +$98.6K +1,866 +14%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$747K -$7.18K -136 -0.9%
William Blair & Company
157
William Blair & Company
Illinois
$736K -$14.2K -269 -2%
QP
158
Quilter Plc
United Kingdom
$727K -$47K -890 -6%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$717K -$686K -12,992 -48%
SW
160
SVB Wealth
Massachusetts
$704K +$39.4K +745 +6%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$698K +$66K +1,249 +10%
OTPPB
162
Ontario Teachers' Pension Plan Board
Ontario, Canada
$679K -$968K -18,324 -58%
S
163
SignatureFD
Georgia
$664K +$42.1K +797 +7%
BCI
164
Brinker Capital Investments
Pennsylvania
$652K +$668K +12,655 New
AAS
165
Avantax Advisory Services
Texas
$639K +$11.2K +212 +2%
AWM
166
AE Wealth Management
Kansas
$620K -$5.02K -95 -0.8%
LPL Financial
167
LPL Financial
California
$605K -$2.64K -50 -0.4%
RWM
168
Ritholtz Wealth Management
New York
$576K +$75.6K +1,432 +15%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$562K -$9.88K -187 -2%
CAM
170
Claret Asset Management
Quebec, Canada
$562K +$18.5K +351 +3%
PAG
171
Private Advisor Group
New Jersey
$553K +$528 +10 +0.1%
KAS
172
Kestra Advisory Services
Texas
$549K +$156K +2,951 +38%
TC
173
Tacita Capital
Ontario, Canada
$537K -$35.9K -680 -6%
CAN
174
Cetera Advisor Networks
California
$537K +$56.2K +1,063 +11%
CP
175
Cumberland Partners
Ontario, Canada
$521K -$595K -11,269 -53%