We are live on ! Find out more
SLF icon

Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
Wambolt & Associates
Colorado
$916K -$237K -4,823 -21%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$913K +$43.1K +875 +5%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$902K +$259K +5,265 +43%
SEI Investments
179
SEI Investments
Pennsylvania
$843K +$19K +386 +2%
Vanguard Personalized Indexing Management
180
Vanguard Personalized Indexing Management
California
$823K -$76.4K -1,553 -9%
LOAMS
181
Lombard Odier Asset Management (Switzerland)
Switzerland
$816K +$774K +15,729 New
RG
182
Rathbones Group
United Kingdom
$805K -$14.3K -291 -2%
Principal Financial Group
183
Principal Financial Group
Iowa
$804K -$503K -10,214 -40%
APG Asset Management
184
APG Asset Management
Netherlands
$781K -$60.2K -1,224 -7%
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$770K – – –
JAM
186
JCIC Asset Management
Ontario, Canada
$732K -$423K -8,600 -38%
ARG
187
Advisory Resource Group
Oklahoma
$715K +$16.2K +329 +2%
CP
188
Cumberland Partners
Ontario, Canada
$713K -$14.8K -300 -2%
KAS
189
Kestra Advisory Services
Texas
$710K +$28.6K +581 +4%
Cerity Partners
190
Cerity Partners
New York
$683K +$288K +5,844 +80%
AAS
191
Avantax Advisory Services
Texas
$679K -$32.8K -667 -5%
BCM
192
Barometer Capital Management
Ontario, Canada
$674K -$6.99M -142,040 -94%
Walleye Trading
193
Walleye Trading
New York
$655K +$622K +12,635 New
BBVA
194
Banco Bilbao Vizcaya Argentaria
Spain
$651K -$125K -2,547 -17%
QP
195
Quilter Plc
United Kingdom
$650K – – –
IAA
196
Independent Advisor Alliance
North Carolina
$646K – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$640K -$17.3K -352 -3%
William Blair & Company
198
William Blair & Company
Illinois
$633K +$4.77K +97 +0.8%
Luther King Capital Management (LKCM)
199
Luther King Capital Management (LKCM)
Texas
$623K – – –
VCA
200
Verdence Capital Advisors
Maryland
$619K -$1.38K -28 -0.2%