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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GIC
226
Generali Investments CEE
Czech Republic
$391K
PCS
227
Personal CFO Solutions
New Jersey
$391K +$25.7K +1,223 +7%
PCIA
228
Prime Capital Investment Advisors
Kansas
$389K -$26.1K -1,241 -6%
JSAM
229
J. Safra Asset Management
New York
$384K +$409K +19,466 New
AWM
230
Aprio Wealth Management
Georgia
$383K +$43.5K +2,072 +12%
CIA
231
Concurrent Investment Advisors
Florida
$383K +$105K +5,009 +35%
GM
232
GeoWealth Management
Illinois
$380K +$109K +5,185 +37%
EWA
233
EP Wealth Advisors
California
$374K +$131K +6,258 +49%
Brown Advisory
234
Brown Advisory
Maryland
$372K +$396K +18,858 New
CA
235
Clearstead Advisors
Ohio
$372K +$396K +18,848 New
Marshall Wace
236
Marshall Wace
United Kingdom
$370K -$1.21M -57,417 -75%
OL
237
Optas LLC
Texas
$367K +$4.77K +227 +1%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$363K +$20.1K +958 +6%
WFI
239
West Family Investments
California
$361K -$273K -13,005 -42%
SSA
240
Schonfeld Strategic Advisors
New York
$360K +$383K +18,214 New
NRC
241
New Republic Capital
North Carolina
$355K -$225K -10,698 -37%
SFS
242
Sowell Financial Services
Arkansas
$353K +$9.18K +437 +3%
VFA
243
Valeo Financial Advisors
Indiana
$353K -$148K -7,048 -28%
BJL
244
Brighton Jones LLC
Washington
$349K +$371K +17,657 New
DWM
245
Dynasty Wealth Management
Florida
$345K -$11.2K -534 -3%
BHPW
246
Beverly Hills Private Wealth
California
$339K -$31.6K -1,503 -8%
S
247
Storgate
Texas
$339K +$361K +17,177 New
GA
248
Greenspring Advisors
Maryland
$338K +$30.3K +1,442 +9%
SCM
249
Sterling Capital Management
North Carolina
$338K +$68K +3,236 +23%
MWM
250
Modern Wealth Management
Kansas
$332K +$10.1K +482 +3%