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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$1.24M +$22.5K +382 +2%
LNWWM
177
Laird Norton Wetherby Wealth Management
California
$1.23M -$76.8K -1,302 -6%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$1.2M +$531 +9 +0%
HNB
179
Hilltop National Bank
Wyoming
$1.2M
Corient Private Wealth
180
Corient Private Wealth
Florida
$1.2M +$578K +9,800 +95%
AI
181
AXS Investments
New York
$1.17M +$1.16M +19,666 New
KAS
182
Kestra Advisory Services
Texas
$1.16M +$189K +3,211 +20%
ARG
183
Advisory Resource Group
Oklahoma
$1.13M -$16.4K -278 -1%
SEI Investments
184
SEI Investments
Pennsylvania
$1.11M +$143K +2,429 +15%
HighTower Advisors
185
HighTower Advisors
Illinois
$1.11M +$21.5K +365 +2%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$1.09M +$83.5K +1,415 +8%
HSA
187
HBK Sorce Advisory
Pennsylvania
$1.08M +$472 +8 +0%
TSWM
188
Tyler-Stone Wealth Management
Ohio
$1.04M
Credit Agricole
189
Credit Agricole
France
$1.03M -$5.9K -100 -0.6%
SAM
190
Shell Asset Management
Netherlands
$1.02M -$35.4K -600 -3%
Osaic Holdings
191
Osaic Holdings
Arizona
$991K +$83.7K +1,418 +9%
US Bancorp
192
US Bancorp
Minnesota
$957K +$37.1K +629 +4%
UM
193
UniSuper Management
Australia
$947K -$374K -6,346 -36%
VI
194
Versor Investments
New York
$878K +$873K +14,800 New
SA
195
Sanctuary Advisors
Indiana
$870K +$43.7K +740 +5%
TCBWMS
196
Texas Capital Bank Wealth Management Services
Texas
$868K
IAA
197
Independent Advisor Alliance
North Carolina
$856K +$2.12K +36 +0.3%
William Blair & Company
198
William Blair & Company
Illinois
$849K -$9.91K -168 -1%
RG
199
Rathbones Group
United Kingdom
$795K -$3.13K -53 -0.4%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$782K -$128K -2,163 -14%