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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
226
Channing Global Advisors
Florida
$190K +$3.06K +223 +2%
TPI
227
Trust Point Inc
Wisconsin
$186K -$371 -27 -0.2%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$186K -$5.17K -376 -3%
X
229
Xponance
Pennsylvania
$184K +$7.95K +579 +5%
LFA
230
Legacy Financial Advisors
Kentucky
$184K +$8.13K +592 +5%
CP
231
Canopy Partners
Ohio
$181K +$137 +10 +0.1%
HWM
232
HB Wealth Management
Georgia
$180K -$11.7K -855 -6%
STA
233
Summit Trail Advisors
New York
$180K -$5.15K -375 -3%
BTI
234
Blue Trust Inc
Georgia
$178K -$359K -26,146 -68%
SWP
235
Stratos Wealth Partners
Ohio
$177K +$168K +12,241 New
OL
236
Optas LLC
Texas
$175K -$29.5K -2,145 -15%
AGC
237
Aspen Grove Capital
Colorado
$174K +$165K +11,991 New
PMA
238
Prudent Man Advisors
Illinois
$172K
C
239
Certuity
Florida
$169K +$19.9K +1,450 +14%
WA
240
Wealthstream Advisors
New York
$166K +$10.9K +794 +7%
SQA
241
Simon Quick Advisors
New Jersey
$163K +$154K +11,228 New
WSFS
242
Wilmington Savings Fund Society
Delaware
$162K -$2.47K -180 -2%
FCH
243
Freestone Capital Holdings
Washington
$161K +$153K +11,107 New
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$159K +$3.86K +281 +3%
FFA
245
Farther Finance Advisors
California
$159K +$10.5K +763 +7%
CIA
246
Choate Investment Advisors
Massachusetts
$156K +$148K +10,797 New
HSBC Holdings
247
HSBC Holdings
United Kingdom
$153K -$64.9K -4,724 -31%
AP
248
Adero Partners
California
$152K +$144K +10,477 New
EWM
249
Empirical Wealth Management
Washington
$151K +$143K +10,417 New
CGL
250
Clarius Group LLC
Washington
$149K -$19K -1,381 -12%