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Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
226
Optas LLC
Texas
$239K +$40.5K +2,813 +22%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$236K -$16.2K -1,127 -7%
CBA
228
Coastal Bridge Advisors
Connecticut
$224K +$7.19K +500 +3%
SA
229
Shilanski & Associates
Alaska
$220K -$1.34K -93 -0.6%
NI
230
Natural Investments
California
$218K +$208K +14,446 New
CGA
231
Channing Global Advisors
Florida
$214K -$6.79K -472 -3%
CIA
232
Choate Investment Advisors
Massachusetts
$212K -$8.77K -610 -4%
BHPW
233
Beverly Hills Private Wealth
California
$212K -$7.33K -510 -4%
WIA
234
World Investment Advisors
California
$212K -$186K -12,968 -48%
State Street
235
State Street
Massachusetts
$211K – – –
CH
236
Cromwell Holdings
Wyoming
$209K – – –
FFA
237
Farther Finance Advisors
California
$209K +$48.7K +3,386 +32%
AWM
238
Apollon Wealth Management
South Carolina
$209K +$9.36K +651 +5%
AG
239
Ascent Group
Virginia
$208K -$20.6K -1,432 -9%
ACC
240
Acorn Creek Capital
Colorado
$207K +$1.7K +118 +0.9%
CPA
241
Capital Performance Advisors
California
$204K +$48K +3,337 +33%
X
242
Xponance
Pennsylvania
$203K +$2.99K +208 +2%
C
243
Certuity
Florida
$201K +$12.9K +900 +7%
SA
244
Sanctuary Advisors
Indiana
$196K -$22.3K -1,551 -11%
NW
245
NewEdge Wealth
Pennsylvania
$193K +$178K +12,375 New
CP
246
Canopy Partners
Ohio
$190K -$834 -58 -0.5%
Kovitz Investment Group Partners
247
Kovitz Investment Group Partners
Illinois
$189K +$180K +12,539 New
CGL
248
Clarius Group LLC
Washington
$189K +$34.4K +2,393 +24%
WI
249
WrapManager Inc
California
$185K -$15.5K -1,080 -8%
VWM
250
Venturi Wealth Management
Texas
$184K +$176K +12,206 New
8 9
10
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