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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$3K
CA
302
Continuum Advisory
Idaho
$2.95K -$908 -75 -25%
PA
303
PSI Advisors
Florida
$2.68K
WT
304
Whittier Trust
California
$2.61K +$2.36K +195 New
M
305
MOTCO
Texas
$2.51K
SWM
306
Spire Wealth Management
Virginia
$2.51K +$2.27K +187 New
BIA
307
Bell Investment Advisors
California
$2.24K
TFF
308
The Family Firm
Maryland
$2.24K +$2.02K +167 New
TSWM
309
Tyler-Stone Wealth Management
Ohio
$2.05K
VWM
310
Venturi Wealth Management
Texas
$1.97K +$1.78K +147 New
BFA
311
Brown Financial Advisors
Ohio
$1.89K +$1.71K +141 New
TWC
312
TD Waterhouse Canada
Ontario, Canada
$1.83K -$39K -3,220 -96%
RWMG
313
Redwood Wealth Management Group
New Jersey
$1.68K +$1.51K +125 New
AWM
314
Abound Wealth Management
Tennessee
$1.58K
RFG
315
REAP Financial Group
Texas
$1.55K
CFO
316
CVA Family Office
Colorado
$1.54K
MFG
317
Mendota Financial Group
Wisconsin
$1.33K +$1.2K +99 New
CAM
318
ClariVest Asset Management
California
$1.13K
CAS
319
Coppell Advisory Solutions
Texas
$764 +$690 +57 New
PWA
320
Provenance Wealth Advisors
Florida
$657
AF
321
Advisornet Financial
Minnesota
$443
OWA
322
Opal Wealth Advisors
New York
$215 +$194 +16 New
JWM
323
Janiczek Wealth Management
Colorado
$68
FGAM
324
Financial Gravity Asset Management
Texas
$27 -$12 -1 -33%
LWAM
325
Legacy Wealth Asset Management
Minnesota
-$2.43M -206,342 Closed