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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
201
NorthCrest Asset Manangement
Minnesota
$615K
KAS
202
Kestra Advisory Services
Texas
$614K +$26.5K +540 +5%
QCM
203
Quantinno Capital Management
New York
$593K +$71.6K +1,458 +15%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$577K -$56.2K -1,144 -9%
AAM
205
Advisors Asset Management
Colorado
$575K -$46.6K -948 -8%
SFA
206
Sequoia Financial Advisors
Ohio
$565K +$158K +3,206 +42%
CI
207
Cigna Investments
Connecticut
$564K
EWP
208
Engrave Wealth Partners
Texas
$548K
ECM
209
Evergreen Capital Management
Washington
$534K +$67.9K +1,381 +16%
CAM
210
Cresset Asset Management
Illinois
$527K +$497K +10,113 New
PCIA
211
Prime Capital Investment Advisors
Kansas
$523K +$182K +3,705 +58%
HF
212
HRT Financial
New York
$515K +$486K +9,897 New
YCM
213
Yousif Capital Management
Michigan
$513K +$2.95K +60 +0.6%
VCA
214
Verdence Capital Advisors
Maryland
$512K +$4.18K +85 +0.9%
SP
215
Symmetry Partners
Connecticut
$505K
WC
216
Woodstock Corp
Massachusetts
$503K -$7.62K -155 -2%
DZ Bank
217
DZ Bank
Germany
$472K -$784K -15,961 -64%
TSWM
218
Tyler-Stone Wealth Management
Ohio
$455K +$429K +8,727 New
CAM
219
Claret Asset Management
Quebec, Canada
$454K -$51.1K -1,040 -11%
Marshall Wace
220
Marshall Wace
United Kingdom
$448K +$423K +8,600 New
BL
221
Balentine LLC
Georgia
$447K +$31.4K +639 +8%
Cerity Partners
222
Cerity Partners
New York
$440K -$2.21K -45 -0.5%
AIS
223
AM Investment Strategies
Tennessee
$415K +$391K +7,964 New
Corient Private Wealth
224
Corient Private Wealth
Florida
$409K -$5.7K -116 -1%
JMPWA
225
JP Morgan Private Wealth Advisors
California
$408K -$113K -2,292 -23%