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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
201
Orion Portfolio Solutions
Nebraska
$548K -$22.6K -445 -4%
MBI
202
Montrusco Bolton Investments
Quebec, Canada
$544K -$31.3M -616,201 -98%
MM
203
MQS Management
New York
$544K +$563K +11,100 New
HIM
204
Hillsdale Investment Management
Ontario, Canada
$544K -$9.67M -190,580 -95%
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$533K +$17.1K +336 +3%
CI
206
Cigna Investments
Connecticut
$530K -$558 -11 -0.1%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$525K -$17.8K -351 -3%
QP
208
Quilter Plc
United Kingdom
$522K -$50.7K -1,000 -9%
NAM
209
NorthCrest Asset Manangement
Minnesota
$520K
Corient Private Wealth
210
Corient Private Wealth
Florida
$508K +$36.2K +713 +7%
WC
211
Woodstock Corp
Massachusetts
$473K
GT
212
Glenmede Trust
Pennsylvania
$466K -$2.54K -50 -0.5%
YCM
213
Yousif Capital Management
Michigan
$458K -$16.7K -330 -3%
PAG
214
Private Advisor Group
New Jersey
$455K -$27.7K -545 -6%
Luther King Capital Management (LKCM)
215
Luther King Capital Management (LKCM)
Texas
$454K -$120K -2,357 -20%
SOW
216
State of Wyoming
Wyoming
$447K -$44.1K -869 -9%
Brown Advisory
217
Brown Advisory
Maryland
$435K -$3.04K -60 -0.7%
PCIA
218
Prime Capital Investment Advisors
Kansas
$433K -$25.2K -497 -5%
TSWM
219
Tyler-Stone Wealth Management
Ohio
$428K
FSA
220
Franklin Street Advisors
North Carolina
$412K +$426K +8,400 New
CAM
221
Cresset Asset Management
Illinois
$403K -$232K -4,576 -36%
AIS
222
AM Investment Strategies
Tennessee
$394K +$913 +18 +0.2%
SC
223
Savant Capital
Illinois
$381K +$78.4K +1,545 +25%
FTDI
224
First Trust Direct Indexing
Massachusetts
$381K -$42.3K -833 -10%
CAM
225
Claret Asset Management
Quebec, Canada
$381K -$29K -572 -7%