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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
226
Channing Global Advisors
Florida
$277K +$37.6K +2,345 +17%
AWM
227
Aprio Wealth Management
Georgia
$276K +$10K +626 +4%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$276K +$14.9K +930 +6%
UB
229
UMB Bank
Missouri
$269K -$13.5K -845 -5%
OL
230
Optas LLC
Texas
$267K +$2.08K +130 +0.8%
LFA
231
Legacy Financial Advisors
Kentucky
$266K +$255K +15,912 New
KAS
232
Kestra Advisory Services
Texas
$266K -$406K -25,333 -61%
WPC
233
Wedmont Private Capital
Pennsylvania
$261K -$11K -688 -4%
EWM
234
Empirical Wealth Management
Washington
$258K +$79.7K +4,976 +48%
BWP
235
BSW Wealth Partners
Colorado
$257K -$40K -2,499 -14%
VWM
236
Venturi Wealth Management
Texas
$256K +$49.7K +3,100 +25%
MWM
237
Modern Wealth Management
Kansas
$251K -$59.9K -3,740 -20%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$251K +$54.1K +3,375 +29%
CAG
239
Csenge Advisory Group
Florida
$251K -$163K -10,155 -40%
SFS
240
Sowell Financial Services
Arkansas
$247K -$62.7K -3,916 -21%
FFA
241
Farther Finance Advisors
California
$247K +$14.8K +922 +7%
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$247K +$236K +14,744 New
NI
243
Natural Investments
California
$245K +$3.24K +202 +1%
NW
244
NewEdge Wealth
Pennsylvania
$245K +$44.7K +2,789 +23%
JG
245
Jain Global
New York
$244K +$234K +14,602 New
CPA
246
Capital Performance Advisors
California
$244K +$17.1K +1,065 +8%
SA
247
Shilanski & Associates
Alaska
$243K -$208 -13 -0.1%
GWMR
248
GC Wealth Management RIA
Massachusetts
$242K +$232K +14,477 New
CBA
249
Coastal Bridge Advisors
Connecticut
$239K -$8.01K -500 -3%
AWM
250
Apollon Wealth Management
South Carolina
$237K +$5.86K +366 +3%