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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
301
D'Orazio & Associates
Virginia
$204K
KP
302
Keel Point
Alabama
$203K -$144K -6,852 -40%
XWL
303
XXI Wealth LLC
Illinois
$200K +$212K +10,109 New
AAP
304
Arax Advisory Partners
Colorado
$193K -$196K -9,317 -50%
MCM
305
MAI Capital Management
Ohio
$181K +$146K +6,948 +313%
BGAI
306
Bruce G. Allen Investments
Colorado
$167K -$10.8K -516 -6%
VSQM
307
V-Square Quantitative Management
Illinois
$152K +$43.4K +2,065 +37%
AF
308
Allworth Financial
California
$152K +$61.9K +2,945 +62%
CIAM
309
Caitong International Asset Management
Hong Kong
$138K +$87.2K +4,153 +147%
AFC
310
Ares Financial Consulting
California
$119K +$121K +5,767 New
BBHC
311
Brown Brothers Harriman & Co
New York
$114K +$66.2K +3,149 +121%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$99.4K +$1.24K +59 +1%
HI
313
Harbour Investments
Wisconsin
$98.1K +$86.5K +4,120 +487%
TPWA
314
Twin Peaks Wealth Advisors
California
$84.5K +$89.8K +4,276 New
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$83.8K +$15.5K +738 +21%
TAIM
316
Te Ahumairangi Investment Management
New Zealand
$83.3K
Barclays
317
Barclays
United Kingdom
$79.7K -$1.97M -93,860 -96%
OCWP
318
Owl Creek Wealth Partners
Colorado
$79.7K +$84.7K +4,033 New
RFS
319
Richardson Financial Services
Massachusetts
$75.8K -$4.29K -204 -5%
MHR
320
Matthew Hamilton Rosenberg
$75.6K
MCM
321
Manchester Capital Management
Vermont
$74.1K
SPIA
322
Steward Partners Investment Advisory
New York
$67.1K +$9.89K +471 +16%
Bessemer Group
323
Bessemer Group
New Jersey
$62K -$15K -715 -19%
HNB
324
Huntington National Bank
Ohio
$60.9K +$336 +16 +0.5%
NS
325
NBC Securities
Alabama
$54.1K -$18.1K -860 -24%