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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$329K -$107K -5,071 -23%
CGA
252
Channing Global Advisors
Florida
$329K -$88.5K -4,211 -20%
CAM
253
Cresset Asset Management
Illinois
$329K +$349K +16,633 New
EWM
254
Empirical Wealth Management
Washington
$326K +$108K +5,142 +45%
JIC
255
Johnson Investment Counsel
Ohio
$321K -$311K -14,798 -48%
UB
256
UMB Bank
Missouri
$315K -$2.67K -127 -0.8%
WPC
257
Wedmont Private Capital
Pennsylvania
$307K -$59.3K -2,821 -17%
GWMR
258
GC Wealth Management RIA
Massachusetts
$304K +$106K +5,046 +49%
IAA
259
Independent Advisor Alliance
North Carolina
$295K +$55.1K +2,623 +21%
TFA
260
Transamerica Financial Advisors
Florida
$293K +$33.9K +1,613 +12%
CPA
261
Capital Performance Advisors
California
$290K +$9.26K +441 +3%
CIA
262
Choate Investment Advisors
Massachusetts
$289K +$12.2K +580 +4%
AP
263
Anchyra Partners
Georgia
$283K +$13K +620 +5%
WCFA
264
Walkner Condon Financial Advisors
Wisconsin
$282K +$54.7K +2,605 +22%
AG
265
Ascent Group
Virginia
$280K +$42 +2 +0%
BWP
266
BSW Wealth Partners
Colorado
$280K -$7.42K -353 -2%
ACC
267
Acorn Creek Capital
Colorado
$277K +$3.23K +154 +1%
CAG
268
Csenge Advisory Group
Florida
$277K -$16.4K -783 -5%
State Street
269
State Street
Massachusetts
$276K
AWM
270
Athena Wealth Management
Nevada
$275K +$292K +13,908 New
CH
271
Cromwell Holdings
Wyoming
$273K
CP
272
Canopy Partners
Ohio
$270K +$630 +30 +0.2%
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$269K +$30.3K +1,444 +12%
WIA
274
World Investment Advisors
California
$267K -$2.67K -127 -0.9%
NI
275
Natural Investments
California
$266K -$28.6K -1,362 -9%