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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
176
Claret Asset Management
Quebec, Canada
$616K +$220 +4 +0%
AAS
177
Avantax Advisory Services
Texas
$614K -$123K -2,241 -17%
CAN
178
Cetera Advisor Networks
California
$605K +$13.8K +250 +2%
CI
179
Cigna Investments
Connecticut
$602K +$114K +2,078 +24%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$596K +$330 +6 +0.1%
EWP
181
Engrave Wealth Partners
Texas
$587K
PAG
182
Private Advisor Group
New Jersey
$585K +$4.57K +83 +0.8%
RWM
183
Ritholtz Wealth Management
New York
$575K -$72.1K -1,310 -11%
KAS
184
Kestra Advisory Services
Texas
$573K -$14.9K -271 -3%
Luther King Capital Management (LKCM)
185
Luther King Capital Management (LKCM)
Texas
$565K +$30.5K +554 +6%
WC
186
Woodstock Corp
Massachusetts
$558K -$16.6K -302 -3%
SP
187
Symmetry Partners
Connecticut
$541K
AIM
188
Aigen Investment Management
New York
$541K +$232K +4,220 +77%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$528K +$50.2K +912 +11%
BPC
190
Banque Pictet & Cie
Switzerland
$517K -$103K -1,866 -17%
GT
191
Glenmede Trust
Pennsylvania
$516K -$22.7K -413 -4%
Fayez Sarofim & Co
192
Fayez Sarofim & Co
Texas
$509K -$613K -11,129 -55%
YCM
193
Yousif Capital Management
Michigan
$506K
VOYA Investment Management
194
VOYA Investment Management
Georgia
$485K -$408K -7,414 -46%
Vanguard Personalized Indexing Management
195
Vanguard Personalized Indexing Management
California
$480K -$20.3K -369 -4%
OTPPB
196
Ontario Teachers' Pension Plan Board
Ontario, Canada
$463K -$674K -12,235 -60%
Creative Planning
197
Creative Planning
Kansas
$447K +$25.5K +463 +6%
ASN
198
Advisory Services Network
Georgia
$443K +$113K +2,047 +35%
SEC
199
Seven Eight Capital
New York
$443K +$197K +3,585 +82%
FNT
200
First National Trust
Pennsylvania
$432K