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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
301
Cornerstone Planning Group
New Jersey
$7.31K +$726 +55 +11%
FCG
302
Financial Connections Group
California
$7K
RWA
303
Redmont Wealth Advisors
Illinois
$6.82K
Kayne Anderson Rudnick Investment Management
304
Kayne Anderson Rudnick Investment Management
California
$6.32K +$13 +1 +0.2%
SWM
305
Spire Wealth Management
Virginia
$6.3K +$4.12K +312 +167%
RWM
306
Raffa Wealth Management
District of Columbia
$5.95K
TPCW
307
TD Private Client Wealth
New York
$5.66K
MCM
308
MV Capital Management
Maryland
$5.2K +$5.44K +412 New
CAM
309
Creekmur Asset Management
Illinois
$5.03K
MCM
310
Manchester Capital Management
Vermont
$4.45K -$2.34K -177 -33%
OWP
311
ORG Wealth Partners
Texas
$3.78K +$3.95K +299 New
CYG
312
Clean Yield Group
Vermont
$3.16K +$3.3K +250 New
CA
313
Continuum Advisory
Idaho
$3.14K
PA
314
PSI Advisors
Florida
$2.53K
M
315
MOTCO
Texas
$2.36K
LI
316
LRI Investments
Florida
$2.34K +$2.17K +164 New
BIA
317
Bell Investment Advisors
California
$2.11K
RFG
318
REAP Financial Group
Texas
$1.48K +$13 +1 +0.9%
HWP
319
Highline Wealth Partners
California
$1.45K -$2.32K -176 -60%
CFO
320
CVA Family Office
Colorado
$1.45K
LFG
321
Larson Financial Group
Missouri
$1.39K -$4.83K -366 -77%
MFG
322
Mendota Financial Group
Wisconsin
$1.35K +$106 +8 +8%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$1.33K
AWM
324
Abound Wealth Management
Tennessee
$1.16K -$343 -26 -22%
CAM
325
ClariVest Asset Management
California
$1.13K