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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NS
301
NBC Securities
Alabama
$46.4K +$13.2K +823 +42%
Bessemer Group
302
Bessemer Group
New Jersey
$46K +$14.9K +932 +51%
CIBC Private Wealth Group
303
CIBC Private Wealth Group
Georgia
$45.9K -$897 -56 -2%
ZBNA
304
Zions Bancorporation, National Association
Utah
$42.6K -$2.56K -160 -6%
PCM
305
Perritt Capital Management
Illinois
$41.9K
JWA
306
JFS Wealth Advisors
Pennsylvania
$40.4K
FIM
307
FWL Investment Management
Texas
$38.7K +$25K +1,560 +208%
SPIA
308
Steward Partners Investment Advisory
New York
$38.5K -$6.71K -419 -15%
SL
309
Salomon & Ludwin
Virginia
$33.7K +$31.3K +1,955 +2,444%
MCM
310
MAI Capital Management
Ohio
$32.5K -$150K -9,370 -83%
CIAM
311
Caitong International Asset Management
Hong Kong
$32.1K +$21.3K +1,329 +225%
JWM
312
JPL Wealth Management
Colorado
$31.8K +$30.4K +1,899 New
AA
313
Addison Advisors
Vermont
$31.4K
RA
314
Rise Advisors
New York
$31.2K +$400 +25 +1%
POIA
315
Pin Oak Investment Advisors
Texas
$28.6K +$27.3K +1,706 New
RIL
316
Rothschild Investment LLC
Illinois
$28.2K +$4.45K +278 +20%
TWD
317
True Wealth Design
Ohio
$26.5K +$25.4K +1,584 New
IA
318
IFP Advisors
Florida
$25.4K -$21.1K -1,320 -46%
OP
319
ORG Partners
Indiana
$25.2K
FMP
320
Financial Management Professionals
Texas
$24.4K -$1.1K -69 -5%
CIA
321
Cape Investment Advisory
Georgia
$23.1K -$23.7K -1,478 -52%
PTC
322
Private Trust Company
Ohio
$22.2K -$14.1K -880 -40%
APW
323
Aventura Private Wealth
Florida
$20K
PSFG
324
Park Square Financial Group
Georgia
$17.3K -$21.6K -1,350 -57%
GKIM
325
GW&K Investment Management
Massachusetts
$16K