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Sun Life Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$759K +$494K +8,380 +182%
O
202
Ossiam
France
$744K -$4.7M -79,721 -86%
AAS
203
Avantax Advisory Services
Texas
$716K +$1K +17 +0.1%
VCA
204
Verdence Capital Advisors
Maryland
$710K
BCI
205
Brinker Capital Investments
Pennsylvania
$698K +$25K +423 +4%
OPS
206
Orion Portfolio Solutions
Nebraska
$698K +$25K +423 +4%
CS
207
Candriam SCA
Luxembourg
$690K -$59.5K -1,009 -8%
CP
208
Cumberland Partners
Ontario, Canada
$684K +$330K +5,600 +94%
WT
209
Washington Trust
Rhode Island
$681K
SFA
210
Sequoia Financial Advisors
Ohio
$665K +$25.6K +434 +4%
LGF
211
LGT Group Foundation
Liechtenstein
$654K
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$653K -$826 -14 -0.1%
NAM
213
NorthCrest Asset Manangement
Minnesota
$630K
CI
214
Cigna Investments
Connecticut
$630K
MBI
215
Montrusco Bolton Investments
Quebec, Canada
$627K -$63.8K -1,082 -9%
Capstone Investment Advisors
216
Capstone Investment Advisors
New York
$623K +$620K +10,500 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$617K -$232K -3,940 -27%
Brown Advisory
218
Brown Advisory
Maryland
$615K +$649 +11 +0.1%
CCIA
219
Campbell & Co Investment Adviser
Maryland
$582K +$347K +5,874 +149%
WC
220
Woodstock Corp
Massachusetts
$572K
Balyasny Asset Management
221
Balyasny Asset Management
Illinois
$570K +$567K +9,601 New
QP
222
Quilter Plc
United Kingdom
$551K -$59K -1,000 -10%
SOW
223
State of Wyoming
Wyoming
$549K +$546K +9,247 New
AIM
224
Aigen Investment Management
New York
$546K +$543K +9,200 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$543K +$99.8K +1,691 +23%