We are live on ! Find out more
SLF icon

Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RA
201
Rational Advisors
New York
$162K
CCM
202
Cribstone Capital Management
Maine
$160K
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$160K +$30.6K +888 +25%
TAM
204
Tyers Asset Management
Texas
$159K
QI
205
QS Investors
New York
$142K -$1.12M -32,600 -89%
RCM
206
Riverhead Capital Management
Delaware
$129K
HNB
207
Huntington National Bank
Ohio
$124K -$241K -6,984 -67%
GHCM
208
Glen Harbor Capital Management
California
$116K
FHA
209
First Horizon Advisors
Tennessee
$107K -$26.2K -760 -20%
JAM
210
JCIC Asset Management
Ontario, Canada
$101K +$16.4K +475 +20%
DSC
211
Duncker Streett & Co
Missouri
$87K
CAL
212
Capital Advisors Ltd
Ohio
$68K
FC
213
Ferris Capital
Massachusetts
$68K +$65.5K +1,900 New
AAM
214
Advisors Asset Management
Colorado
$67K +$2.41K +70 +4%
PCTC
215
Perkins Coie Trust Company
Washington
$66K
OC
216
Oakworth Capital
Alabama
$64K +$22.2K +645 +57%
LTFS
217
Ladenburg Thalmann Financial Services
Florida
$61K -$39.1K -1,133 -40%
NSIM
218
North Star Investment Management
Illinois
$60K +$58.3K +1,689 New
AF
219
Allworth Financial
California
$58K +$56.1K +1,626 New
APSP
220
Asset Planning Services (Pennsylvania)
Pennsylvania
$57K -$10.7K -310 -16%
AIM
221
Advantage Investment Management
Iowa
$57K
AssetMark Inc
222
AssetMark Inc
California
$54K -$11.2K -325 -18%
SFPIA
223
Stevens First Principles Investment Advisors
California
$53K
DADC
224
D.A. Davidson & Co
Montana
$51K
LWA
225
Lowe Wealth Advisors
Maryland
$49K +$69 +2 +0.1%