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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Concurrent Investment Advisors
Florida
$278K +$249K +14,369 New
CPA
252
Capital Performance Advisors
California
$275K -$5.84K -337 -2%
AG
253
Ascent Group
Virginia
$274K +$19K +1,095 +8%
VCM
254
Voleon Capital Management
California
$272K +$244K +14,096 New
GM
255
GeoWealth Management
Illinois
$272K +$82.1K +4,737 +51%
CIA
256
Choate Investment Advisors
Massachusetts
$272K
CBA
257
Coastal Bridge Advisors
Connecticut
$271K -$5.08K -293 -2%
AAS
258
Ameritas Advisory Services
Nebraska
$270K +$242K +13,974 New
State Street
259
State Street
Massachusetts
$270K
FMI
260
Frec Markets Inc
California
$270K +$242K +13,950 New
SCM
261
Sterling Capital Management
North Carolina
$268K +$32.3K +1,864 +16%
ACC
262
Acorn Creek Capital
Colorado
$268K +$2.56K +148 +1%
CH
263
Cromwell Holdings
Wyoming
$268K
AP
264
Anchyra Partners
Georgia
$265K +$238K +13,709 New
WIA
265
World Investment Advisors
California
$264K +$236K +13,636 New
CP
266
Canopy Partners
Ohio
$263K +$4.49K +259 +2%
TFA
267
Transamerica Financial Advisors
Florida
$256K +$20.8K +1,198 +10%
IPW
268
Intergy Private Wealth
Colorado
$247K +$11.4K +657 +5%
APM
269
a16z Perennial Management
California
$245K
EWA
270
EP Wealth Advisors
California
$245K +$220K +12,689 New
WANY
271
Wealthspire Advisors (New York)
New York
$245K +$208K +12,008 +1,811%
CGL
272
Clarius Group LLC
Washington
$241K
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
$240K +$2.1K +121 +1%
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$239K +$214K +12,371 New
IAA
275
Independent Advisor Alliance
North Carolina
$238K +$213K +12,312 New