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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
301
HHM Wealth Advisors
Tennessee
$12.5K
OP
302
ORG Partners
Indiana
$12.4K +$12.5K +820 New
CIA
303
Cape Investment Advisory
Georgia
$11.9K -$3.33K -219 -22%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$11.6K -$13K -857 -53%
AAP
305
Arax Advisory Partners
Colorado
$11.5K +$11.3K +746 New
NC
306
NewSquare Capital
Pennsylvania
$10.3K +$5.93K +390 +141%
CVM
307
Cheviot Value Management
California
$10.2K +$11.1K +728 New
CPG
308
Cornerstone Planning Group
New Jersey
$10K
AFG
309
Albion Financial Group
Utah
$9.96K
SWM
310
Spire Wealth Management
Virginia
$8.72K +$274 +18 +3%
CTWM
311
Cherry Tree Wealth Management
Minnesota
$8.24K +$8.11K +533 New
FCG
312
Financial Connections Group
California
$8K
Kayne Anderson Rudnick Investment Management
313
Kayne Anderson Rudnick Investment Management
California
$7.76K
HWP
314
Highline Wealth Partners
California
$7.3K +$5.43K +357 +310%
RWM
315
Raffa Wealth Management
District of Columbia
$7.28K
WA
316
WPG Advisers
Maryland
$6.86K -$3.03K -199 -31%
Group One Trading
317
Group One Trading
Illinois
$6.77K +$5.66K +372 +564%
RF
318
Rossby Financial
Florida
$5.39K +$5.9K +388 New
CFD
319
Creative Financial Designs
Indiana
$5.35K +$5.26K +346 New
HFS
320
Hantz Financial Services
Michigan
$5K +$4.76K +313 New
CFFP
321
Center for Financial Planning
Michigan
$4.99K
CIAM
322
Caitong International Asset Management
Hong Kong
$4.85K +$4.78K +314 New
BIA
323
Bell Investment Advisors
California
$4.25K +$1.64K +108 +65%
National Bank of Canada
324
National Bank of Canada
Quebec, Canada
$4.19K
OWP
325
ORG Wealth Partners
Texas
$4.18K -$335 -22 -7%