We are live on ! Find out more
SLF icon

Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
176
Vanguard Personalized Indexing Management
California
$850K +$162K +3,234 +23%
Voloridge Investment Management
177
Voloridge Investment Management
Florida
$831K -$5.24M -104,561 -86%
Capital World Investors
178
Capital World Investors
California
$828K – – –
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$817K +$36.8K +735 +5%
US Bancorp
180
US Bancorp
Minnesota
$810K -$153K -3,057 -16%
SEI Investments
181
SEI Investments
Pennsylvania
$774K – – –
RG
182
Rathbones Group
United Kingdom
$771K +$546K +10,900 +226%
BPC
183
Banque Pictet & Cie
Switzerland
$764K -$76.5K -1,526 -9%
BBVA
184
Banco Bilbao Vizcaya Argentaria
Spain
$750K -$191K -3,805 -20%
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$725K – – –
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$704K +$76.7K +1,531 +12%
CP
187
Cumberland Partners
Ontario, Canada
$703K -$215K -4,294 -23%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$701K +$85.9K +1,713 +14%
AAS
189
Avantax Advisory Services
Texas
$672K +$21.3K +424 +3%
ARG
190
Advisory Resource Group
Oklahoma
$657K +$17.6K +352 +3%
KAS
191
Kestra Advisory Services
Texas
$640K +$67.5K +1,346 +11%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$620K -$12.5K -249 -2%
IAA
193
Independent Advisor Alliance
North Carolina
$608K +$624K +12,456 New
BCI
194
Brinker Capital Investments
Pennsylvania
$606K -$1.2K -24 -0.2%
OPS
195
Orion Portfolio Solutions
Nebraska
$606K -$1.2K -24 -0.2%
WT
196
Washington Trust
Rhode Island
$594K – – –
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$592K +$52.8K +1,054 +10%
William Blair & Company
198
William Blair & Company
Illinois
$591K -$8.57K -171 -1%
RAM
199
Rempart Asset Management
Canada
$590K -$173K -3,450 -22%
Luther King Capital Management (LKCM)
200
Luther King Capital Management (LKCM)
Texas
$586K -$44K -877 -7%