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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
201
Verdence Capital Advisors
Maryland
$584K +$107K +2,140 +22%
NAM
202
NorthCrest Asset Manangement
Minnesota
$576K – – –
CI
203
Cigna Investments
Connecticut
$530K – – –
Corient Private Wealth
204
Corient Private Wealth
Florida
$529K +$150K +2,991 +38%
EWP
205
Engrave Wealth Partners
Texas
$513K – – –
SFA
206
Sequoia Financial Advisors
Ohio
$501K -$29.2K -582 -5%
BL
207
Balentine LLC
Georgia
$496K +$79.2K +1,579 +18%
PCIA
208
Prime Capital Investment Advisors
Kansas
$481K -$9.72K -194 -2%
CAM
209
Cresset Asset Management
Illinois
$479K -$15K -300 -3%
WC
210
Woodstock Corp
Massachusetts
$471K – – –
GT
211
Glenmede Trust
Pennsylvania
$468K +$50.7K +1,012 +12%
YCM
212
Yousif Capital Management
Michigan
$465K -$16K -320 -3%
AAM
213
Advisors Asset Management
Colorado
$458K -$82.5K -1,645 -15%
BCV
214
Banque Cantonale Vaudoise
Switzerland
$451K +$431K +8,600 +1,433%
DZ Bank
215
DZ Bank
Germany
$442K – – –
MM
216
MQS Management
New York
$429K +$441K +8,797 New
TSWM
217
Tyler-Stone Wealth Management
Ohio
$426K – – –
JMPWA
218
JP Morgan Private Wealth Advisors
California
$425K +$44.6K +889 +11%
CAM
219
Claret Asset Management
Quebec, Canada
$403K -$22.6K -450 -5%
AIS
220
AM Investment Strategies
Tennessee
$390K +$902 +18 +0.2%
API
221
Advisor Partners II
California
$381K +$26.5K +528 +7%
Royal London Asset Management
222
Royal London Asset Management
United Kingdom
$379K – – –
BFM
223
Boston Financial Management
Massachusetts
$366K – – –
Cerity Partners
224
Cerity Partners
New York
$358K -$55.8K -1,114 -13%
Brown Advisory
225
Brown Advisory
Maryland
$356K – – –