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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
176
Marshall Wace
United Kingdom
$591K +$586K +10,600 New
CAN
177
Cetera Advisor Networks
California
$589K +$442 +8 +0.1%
KAS
178
Kestra Advisory Services
Texas
$587K -$13.3K -241 -2%
EWP
179
Engrave Wealth Partners
Texas
$586K
PAG
180
Private Advisor Group
New Jersey
$578K -$286K -5,181 -33%
WC
181
Woodstock Corp
Massachusetts
$574K +$570K +10,304 New
TC
182
Tacita Capital
Ontario, Canada
$562K -$18K -325 -3%
YIH
183
Y-Intercept (HK)
Hong Kong
$557K +$554K +10,013 New
BAMF
184
BI Asset Management Fondsmaeglerselskab
Denmark
$539K
GT
185
Glenmede Trust
Pennsylvania
$539K
VIA
186
Vident Investment Advisory
Georgia
$537K +$387 +7 +0.1%
SP
187
Symmetry Partners
Connecticut
$536K
Luther King Capital Management (LKCM)
188
Luther King Capital Management (LKCM)
Texas
$533K -$50.3K -910 -9%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$523K -$54.1K -978 -9%
YCM
190
Yousif Capital Management
Michigan
$505K +$501K +9,067 New
Vanguard Personalized Indexing Management
191
Vanguard Personalized Indexing Management
California
$500K +$95.6K +1,729 +24%
AAM
192
Advisors Asset Management
Colorado
$490K +$183K +3,304 +60%
CI
193
Cigna Investments
Connecticut
$485K
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$475K +$67.8K +1,227 +17%
JMPWA
195
JP Morgan Private Wealth Advisors
California
$471K +$6.96K +126 +2%
DTC
196
Davidson Trust Company
Washington
$462K
KJHP
197
K.J. Harrison & Partners
Ontario, Canada
$438K
FNT
198
First National Trust
Pennsylvania
$431K
Creative Planning
199
Creative Planning
Kansas
$420K -$24.3K -440 -6%
Vontobel Holding
200
Vontobel Holding
Switzerland
$418K +$415K +7,507 New