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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NC
301
NewSquare Capital
Pennsylvania
$30.7K +$19.6K +1,363 +205%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$30.1K +$9.76K +679 +52%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$29.9K +$17.6K +1,227 +163%
NS
304
NBC Securities
Alabama
$29K +$9.33K +649 +50%
AA
305
Addison Advisors
Vermont
$28.3K
Bessemer Group
306
Bessemer Group
New Jersey
$28K -$60.9K -4,235 -70%
RA
307
Rise Advisors
New York
$27.8K
FMP
308
Financial Management Professionals
Texas
$23.1K -$12.6K -878 -37%
OP
309
ORG Partners
Indiana
$22.7K +$9.85K +685 +84%
RIL
310
Rothschild Investment LLC
Illinois
$21.3K -$1.91K -133 -9%
WA
311
Whipplewood Advisors
Colorado
$18.4K +$17.4K +1,209 +15,113%
APW
312
Aventura Private Wealth
Florida
$18K
GKIM
313
GW&K Investment Management
Massachusetts
$15K
NA
314
NewEdge Advisors
Louisiana
$14.2K +$475 +33 +4%
CPG
315
Cornerstone Planning Group
New Jersey
$13.2K +$1.91K +133 +18%
HWP
316
Highline Wealth Partners
California
$12.8K +$5.41K +376 +80%
HI
317
Harbour Investments
Wisconsin
$12.8K
HWA
318
HHM Wealth Advisors
Tennessee
$12.2K
SIS
319
Sound Income Strategies
Florida
$12K +$11.4K +794 New
CVM
320
Cheviot Value Management
California
$11.6K
FIM
321
FWL Investment Management
Texas
$11.3K +$10.8K +751 New
AFG
322
Albion Financial Group
Utah
$9.73K
CIAM
323
Caitong International Asset Management
Hong Kong
$8.91K +$3.97K +276 +88%
SWM
324
Spire Wealth Management
Virginia
$8.52K
RWA
325
Redmont Wealth Advisors
Illinois
$8.16K +$7.76K +540 New