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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
226
Personal CFO Solutions
New Jersey
$479K +$6.57K +296 +1%
CIA
227
Concurrent Investment Advisors
Florida
$475K +$16.9K +763 +4%
EL
228
EWA LLC
Pennsylvania
$473K -$36.9K -1,663 -8%
PCIA
229
Prime Capital Investment Advisors
Kansas
$469K +$4.75K +214 +1%
GCM
230
Gallacher Capital Management
Colorado
$465K -$332K -14,931 -43%
OL
231
Optas LLC
Texas
$457K +$18.2K +819 +4%
BJL
232
Brighton Jones LLC
Washington
$452K +$33.7K +1,518 +9%
AWP
233
Abacus Wealth Partners
California
$445K -$949K -42,752 -69%
ACA
234
Atlas Capital Advisors
Wyoming
$437K +$161K +7,267 +64%
X
235
Xponance
Pennsylvania
$432K +$407K +18,336 New
NRC
236
New Republic Capital
North Carolina
$428K +$3.66K +165 +0.9%
MWM
237
Modern Wealth Management
Kansas
$424K +$43.5K +1,960 +12%
KAS
238
Kestra Advisory Services
Texas
$424K -$157K -7,062 -28%
GA
239
Greenspring Advisors
Maryland
$419K +$14.6K +656 +4%
IAA
240
Independent Advisor Alliance
North Carolina
$417K +$60.8K +2,739 +18%
AG
241
Ascent Group
Virginia
$411K +$72.1K +3,245 +23%
SCM
242
Sterling Capital Management
North Carolina
$409K +$5.44K +245 +1%
SFS
243
Sowell Financial Services
Arkansas
$401K -$18.8K -848 -5%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$396K -$34.8K -1,569 -9%
BTI
245
Blue Trust Inc
Georgia
$393K -$355 -16 -0.1%
JIC
246
Johnson Investment Counsel
Ohio
$386K +$3.2K +144 +0.9%
GCM
247
Graham Capital Management
Connecticut
$378K +$356K +16,039 New
EF
248
Empowered Funds
Pennsylvania
$373K +$351K +15,802 New
UB
249
UMB Bank
Missouri
$366K -$9.35K -421 -3%
EWM
250
Empirical Wealth Management
Washington
$365K -$22.7K -1,024 -6%