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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$6K +$7.34K +984 New
VFA
227
Valeo Financial Advisors
Indiana
$5K -$7.2K -964 -57%
BlackRock
228
BlackRock
New York
$5K -$5.98K -801 -52%
KPW
229
Kore Private Wealth
New York
$5K +$5.38K +720 New
AIM
230
Advantage Investment Management
Iowa
$5K +$5.88K +788 New
CGT
231
Capital Guardian Trust
California
$4K -$51.4K -6,887 -92%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$4K -$2.56K -343 -37%
NFG
233
Next Financial Group
Texas
$4K -$642 -86 -12%
TJHA
234
Thomas J. Herzfeld Advisors
Florida
$4K +$4.87K +653 New
LPWM
235
Lake Point Wealth Management
Texas
$4K +$5.06K +678 New
SFG
236
SevenBridge Financial Group
Pennsylvania
$3K
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.64K +488 New
BWM
238
BerganKDV Wealth Management
Minnesota
$3K +$3.72K +498 New
SWM
239
SeaCrest Wealth Management
New York
$2K -$5.11K -685 -72%
LWA
240
Lenox Wealth Advisors
New York
$2K -$1.99K -266 -43%
DAM
241
Delta Asset Management
Tennessee
$2K
WEC
242
Winslow Evans & Crocker
Massachusetts
$2K
CC
243
Claybrook Capital
Massachusetts
$2K +$2.47K +331 New
WDL
244
Well Done LLC
Michigan
$2K +$2.47K +331 New
VNA
245
Valley National Advisers
Pennsylvania
$2K +$2.6K +348 New
SIM
246
Sonora Investment Management
Arizona
$1K
JFA
247
JNBA Financial Advisors
Minnesota
$1K +$1.68K +225 New
NA
248
Neuburgh Advisers
California
-$1.1M -136,442 Closed
FCM
249
Flinton Capital Management
Pennsylvania
-$902K -112,364 Closed
TAM
250
Tyers Asset Management
Texas
-$709K -88,286 Closed