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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
LI
326
LRI Investments
Florida
$2.38K
PWA
327
Physician Wealth Advisors
Utah
$1.96K +$1.85K +135 New
RFG
328
REAP Financial Group
Texas
$1.72K +$27 +2 +2%
CFO
329
CVA Family Office
Colorado
$1.67K
HWP
330
Highline Wealth Partners
California
$1.67K
LFG
331
Larson Financial Group
Missouri
$1.59K
DRP
332
Decker Retirement Planning
Utah
$1.36K +$1.29K +94 New
AWM
333
Abound Wealth Management
Tennessee
$1.33K
MFG
334
Mendota Financial Group
Wisconsin
$1.32K -$220 -16 -15%
CTC
335
Central Trust Company
Missouri
$1.25K
MCM
336
Manchester Capital Management
Vermont
$1.01K -$3.87K -282 -80%
WTFG
337
Wood Tarver Financial Group
Idaho
$1K +$1.29K +94 New
Group One Trading
338
Group One Trading
Illinois
$956 -$96 -7 -10%
GSWM
339
Golden State Wealth Management
California
$840 +$797 +58 New
CAS
340
Coppell Advisory Solutions
Texas
$829
CA
341
Clearstead Advisors
Ohio
$812 +$769 +56 New
PWA
342
Provenance Wealth Advisors
Florida
$710
FGC
343
Financial Gravity Companies
Texas
$551
AF
344
Advisornet Financial
Minnesota
$478
HNW
345
High Note Wealth
Minnesota
$362 +$343 +25 New
S
346
Sachetta
Massachusetts
$122 +$110 +8 New
WBC
347
West Branch Capital
Massachusetts
$114
NS
348
NBC Securities
Alabama
$18 -$17.7K -1,292 -100%
CAC
349
Cowen and Company
New York
-$19.7M -1,560,230 Closed
FTDI
350
First Trust Direct Indexing
Massachusetts
-$3.85M -305,204 Closed