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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
Alera Investment Advisors
Illinois
$168K -$46.1K -3,491 -21%
HWM
227
HB Wealth Management
Georgia
$168K +$20.4K +1,541 +13%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$167K -$4.32K -327 -2%
TPI
229
Trust Point Inc
Wisconsin
$163K -$3.49K -264 -2%
CGA
230
Channing Global Advisors
Florida
$163K -$265K -20,051 -61%
STA
231
Summit Trail Advisors
New York
$162K +$169K +12,810 New
TFA
232
Transamerica Financial Advisors
Florida
$159K +$161K +12,182 +2,993%
CP
233
Canopy Partners
Ohio
$157K -$2.64K -200 -2%
Arrowstreet Capital
234
Arrowstreet Capital
Massachusetts
$154K +$17.8M +1,350,546 +337%
X
235
Xponance
Pennsylvania
$153K +$16.7K +1,267 +12%
LFA
236
Legacy Financial Advisors
Kentucky
$153K +$11.8K +891 +8%
PMA
237
Prudent Man Advisors
Illinois
$150K
AWM
238
Aprio Wealth Management
Georgia
$149K +$11.4K +863 +8%
CGL
239
Clarius Group LLC
Washington
$147K -$28.6K -2,167 -16%
Focus Partners Wealth
240
Focus Partners Wealth
Massachusetts
$144K +$151K +11,421 New
WSFS
241
Wilmington Savings Fund Society
Delaware
$143K +$150K +11,341 New
SC
242
Syon Capital
California
$142K +$149K +11,253 New
MOS
243
MGO One Seven
Ohio
$140K -$15.3K -1,160 -9%
WIA
244
World Investment Advisors
California
$140K +$146K +11,079 New
SC
245
Savant Capital
Illinois
$139K -$54.5K -4,130 -27%
FLPIM
246
F.L. Putnam Investment Management
Massachusetts
$135K -$8.78K -665 -6%
WA
247
Wealthstream Advisors
New York
$135K +$370 +28 +0.3%
CC
248
Centiva Capital
New York
$134K -$49.2K -3,723 -26%
SMA
249
Seven Mile Advisory
New Jersey
$133K +$581 +44 +0.4%
C
250
Certuity
Florida
$129K +$135K +10,207 New