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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Athena Wealth Management
Nevada
$363K +$32.6K +1,470 +11%
AP
252
Anchyra Partners
Georgia
$358K +$18.8K +845 +6%
TFA
253
Transamerica Financial Advisors
Florida
$355K +$5.06K +228 +2%
MFS
254
Mattson Financial Services
Michigan
$354K +$5.55K +250 +2%
RA
255
Riversedge Advisors
Delaware
$352K +$98.8K +4,447 +42%
BPA
256
Beacon Pointe Advisors
California
$349K -$329K -14,821 -50%
CIA
257
Choate Investment Advisors
Massachusetts
$345K
CP
258
Canopy Partners
Ohio
$345K +$21.5K +969 +7%
CAG
259
Csenge Advisory Group
Florida
$342K +$11.2K +506 +4%
WCFA
260
Walkner Condon Financial Advisors
Wisconsin
$336K -$555 -25 -0.2%
State Street
261
State Street
Massachusetts
$333K
ACC
262
Acorn Creek Capital
Colorado
$332K +$733 +33 +0.2%
BWP
263
BSW Wealth Partners
Colorado
$330K -$4.04K -182 -1%
CH
264
Cromwell Holdings
Wyoming
$330K
CAM
265
Cresset Asset Management
Illinois
$328K -$63.7K -2,869 -17%
CIAM
266
Caitong International Asset Management
Hong Kong
$326K +$153K +6,868 +98%
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$326K +$40.8K +1,835 +15%
Victory Capital Management
268
Victory Capital Management
Texas
$321K +$302K +13,611 New
MCM
269
MAI Capital Management
Ohio
$320K +$95.8K +4,313 +47%
IPW
270
Intergy Private Wealth
Colorado
$314K +$14.9K +671 +5%
FAOAI
271
Fund Advisors of America Inc
Florida
$314K +$8.99K +405 +3%
AWM
272
Apollon Wealth Management
South Carolina
$312K +$32.3K +1,454 +12%
WPC
273
Wedmont Private Capital
Pennsylvania
$312K -$46.9K -2,111 -15%
CIC
274
Chilton Investment Company
Connecticut
$309K -$2.12M -95,313 -88%
BFA
275
Brown Financial Advisors
Ohio
$297K -$1.27K -57 -0.5%