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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ARG
201
Advisory Resource Group
Oklahoma
$606K +$16.5K +342 +3%
William Blair & Company
202
William Blair & Company
Illinois
$578K -$1.93K -40 -0.3%
Vanguard Personalized Indexing Management
203
Vanguard Personalized Indexing Management
California
$577K -$530 -11 -0.1%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$570K +$55.2K +1,146 +10%
WT
205
Washington Trust
Rhode Island
$568K -$674 -14 -0.1%
AAM
206
Advisors Asset Management
Colorado
$559K -$88.8K -1,844 -13%
NAM
207
NorthCrest Asset Manangement
Minnesota
$551K +$96.4K +2,002 +20%
BBVA
208
Banco Bilbao Vizcaya Argentaria
Spain
$529K +$99.2K +2,061 +22%
KAS
209
Kestra Advisory Services
Texas
$525K +$4.86K +101 +0.9%
CI
210
Cigna Investments
Connecticut
$504K -$9.53K -198 -2%
EWP
211
Engrave Wealth Partners
Texas
$502K – – –
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$499K -$77.5K -1,610 -13%
JMPWA
213
JP Morgan Private Wealth Advisors
California
$473K -$10.2K -211 -2%
QCM
214
Quantinno Capital Management
New York
$463K +$50.3K +1,045 +12%
WC
215
Woodstock Corp
Massachusetts
$458K – – –
YCM
216
Yousif Capital Management
Michigan
$457K – – –
VCA
217
Verdence Capital Advisors
Maryland
$455K +$469K +9,744 New
CAM
218
Claret Asset Management
Quebec, Canada
$455K -$34K -706 -7%
SP
219
Symmetry Partners
Connecticut
$453K – – –
ECM
220
Evergreen Capital Management
Washington
$414K +$427K +8,864 New
M
221
Mirova
France
$406K -$159K -3,299 -28%
GT
222
Glenmede Trust
Pennsylvania
$401K -$14K -290 -3%
Cerity Partners
223
Cerity Partners
New York
$396K +$136K +2,815 +50%
Corient Private Wealth
224
Corient Private Wealth
Florida
$372K +$384K +7,968 New
BL
225
Balentine LLC
Georgia
$371K -$3.08K -64 -0.8%