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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
STA
251
Summit Trail Advisors
New York
$182K +$2.88K +200 +2%
EWA
252
EP Wealth Advisors
California
$182K +$173K +12,025 New
TPI
253
Trust Point Inc
Wisconsin
$182K -$5.03K -350 -3%
WA
254
Wealthstream Advisors
New York
$179K +$3.51K +244 +2%
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$177K +$13.2K +921 +9%
AGC
256
Aspen Grove Capital
Colorado
$176K -$7.25K -504 -4%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$176K -$28.8K -2,003 -15%
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$175K -$100K -6,983 -38%
AHL
259
Abel Hall LLC
Louisiana
$173K -$40.9K -2,843 -20%
MCM
260
MAI Capital Management
Ohio
$171K +$159K +11,090 +4,973%
BIG
261
Brooklyn Investment Group
New York
$170K +$76.5K +5,318 +89%
IWM
262
IHT Wealth Management
Illinois
$168K +$160K +11,127 New
IPW
263
Intergy Private Wealth
Colorado
$166K +$158K +11,011 New
KCM
264
Kathmere Capital Management
Pennsylvania
$163K -$55.1K -3,829 -26%
BMCM
265
Burns Matteson Capital Management
New York
$162K +$155K +10,746 New
NRC
266
New Republic Capital
North Carolina
$162K -$28.7K -1,996 -16%
WSFS
267
Wilmington Savings Fund Society
Delaware
$159K
DOA
268
D'Orazio & Associates
Virginia
$158K -$9.12K -634 -6%
EWM
269
Empirical Wealth Management
Washington
$158K +$150K +10,447 New
HH
270
Hilltop Holdings
Texas
$156K +$148K +10,312 New
OBWG
271
Onyx Bridge Wealth Group
New York
$151K
GM
272
GeoWealth Management
Illinois
$136K +$62.1K +4,319 +92%
BGAI
273
Bruce G. Allen Investments
Colorado
$134K +$2.66K +185 +2%
Axa
274
Axa
France
$121K
FHA
275
First Horizon Advisors
Tennessee
$117K +$70.9K +4,929 +176%