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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Dynasty Wealth Management
Florida
$237K +$226K +14,130 New
CIA
252
Choate Investment Advisors
Massachusetts
$235K
STA
253
Summit Trail Advisors
New York
$235K +$35.3K +2,201 +19%
SA
254
Sanctuary Advisors
Indiana
$234K +$15.6K +975 +8%
State Street
255
State Street
Massachusetts
$234K
WA
256
Wealthstream Advisors
New York
$233K +$33.6K +2,098 +18%
CH
257
Cromwell Holdings
Wyoming
$232K
ACC
258
Acorn Creek Capital
Colorado
$230K +$577 +36 +0.3%
BMCM
259
Burns Matteson Capital Management
New York
$224K +$42.5K +2,656 +25%
CP
260
Canopy Partners
Ohio
$224K +$13K +810 +6%
VAS
261
Vestmark Advisory Solutions
Massachusetts
$223K -$43.2K -2,695 -17%
BF
262
Brucke Financial
Indiana
$221K +$218K +13,599 New
AIM
263
AXA Investment Managers
France
$221K +$211K +13,188 New
AG
264
Ascent Group
Virginia
$219K -$10.9K -683 -5%
SSC
265
Syverson Strege & Co
Iowa
$215K -$93.4K -5,831 -31%
APM
266
a16z Perennial Management
California
$213K +$203K +12,699 New
WRPWM
267
Werba Rubin Papier Wealth Management
California
$212K -$86.5K -5,400 -30%
CGL
268
Clarius Group LLC
Washington
$209K
NRC
269
New Republic Capital
North Carolina
$206K +$25.5K +1,594 +15%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$206K +$10.9K +678 +6%
IPW
271
Intergy Private Wealth
Colorado
$203K +$18.1K +1,132 +10%
TFA
272
Transamerica Financial Advisors
Florida
$202K -$73.1K -4,561 -27%
BHCM
273
Brevan Howard Capital Management
Jersey
$201K +$192K +12,017 New
SCM
274
Sterling Capital Management
North Carolina
$201K +$81.7K +5,099 +74%
Barclays
275
Barclays
United Kingdom
$193K +$121K +7,540 +189%