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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
201
Luther King Capital Management (LKCM)
Texas
$586K -$44K -877 -7%
VCA
202
Verdence Capital Advisors
Maryland
$584K +$107K +2,140 +22%
NAM
203
NorthCrest Asset Manangement
Minnesota
$576K
CI
204
Cigna Investments
Connecticut
$530K
Corient Private Wealth
205
Corient Private Wealth
Florida
$529K +$150K +2,991 +38%
EWP
206
Engrave Wealth Partners
Texas
$513K
SFA
207
Sequoia Financial Advisors
Ohio
$501K -$29.2K -582 -5%
BL
208
Balentine LLC
Georgia
$496K +$79.2K +1,579 +18%
PCIA
209
Prime Capital Investment Advisors
Kansas
$481K -$9.72K -194 -2%
CAM
210
Cresset Asset Management
Illinois
$479K -$15K -300 -3%
WC
211
Woodstock Corp
Massachusetts
$471K
GT
212
Glenmede Trust
Pennsylvania
$468K +$50.7K +1,012 +12%
YCM
213
Yousif Capital Management
Michigan
$465K -$16K -320 -3%
AAM
214
Advisors Asset Management
Colorado
$458K -$82.5K -1,645 -15%
BCV
215
Banque Cantonale Vaudoise
Switzerland
$451K +$431K +8,600 +1,433%
DZ Bank
216
DZ Bank
Germany
$442K
MM
217
MQS Management
New York
$429K +$441K +8,797 New
TSWM
218
Tyler-Stone Wealth Management
Ohio
$426K
JMPWA
219
JP Morgan Private Wealth Advisors
California
$425K +$44.6K +889 +11%
CAM
220
Claret Asset Management
Quebec, Canada
$403K -$22.6K -450 -5%
AIS
221
AM Investment Strategies
Tennessee
$390K +$902 +18 +0.2%
API
222
Advisor Partners II
California
$381K +$26.5K +528 +7%
Royal London Asset Management
223
Royal London Asset Management
United Kingdom
$379K
BFM
224
Boston Financial Management
Massachusetts
$366K
Cerity Partners
225
Cerity Partners
New York
$358K -$55.8K -1,114 -13%