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Sumitomo Mitsui Financial
SMFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
326
Tower Research Capital (TRC)
New York
$3.94K +$3.88K +255 New
CYG
327
Clean Yield Group
Vermont
$3.87K – – –
PB
328
Pinnacle Bancorp
Nebraska
$3.49K +$3.44K +226 New
MCM
329
MAI Capital Management
Ohio
$3.44K – – –
CA
330
Continuum Advisory
Idaho
$3.4K -$776 -51 -19%
BI
331
Binnacle Investments
Iowa
$3.22K +$3.16K +208 New
PA
332
PSI Advisors
Florida
$3.09K – – –
M
333
MOTCO
Texas
$2.89K – – –
LI
334
LRI Investments
Florida
$2.54K – – –
PWA
335
Physician Wealth Advisors
Utah
$2.09K – – –
CI
336
CX Institutional
Indiana
$2K +$2.16K +142 New
FCAS
337
First Command Advisory Services
Texas
$1.99K +$1.96K +129 New
PWAM
338
Private Wealth Asset Management
Iowa
$1.93K +$1.9K +125 New
BLC
339
Brown, Lisle/Cummings
Rhode Island
$1.84K +$1.81K +119 New
CFO
340
CVA Family Office
Colorado
$1.78K – – –
LFG
341
Larson Financial Group
Missouri
$1.69K -$15 -1 -0.9%
FNWA
342
Financial Network Wealth Advisors
Utah
$1.62K +$1.6K +105 New
WTFG
343
Wood Tarver Financial Group
Idaho
$1.45K – – –
MFS
344
Mattson Financial Services
Michigan
$1.36K +$1.34K +88 New
CTC
345
Central Trust Company
Missouri
$1.33K – – –
MCM
346
Manchester Capital Management
Vermont
$1.08K – – –
GSWM
347
Golden State Wealth Management
California
$897 – – –
AWM
348
Abound Wealth Management
Tennessee
$866 -$548 -36 -39%
CA
349
Clearstead Advisors
Ohio
$851 -$15 -1 -2%
PWA
350
Provenance Wealth Advisors
Florida
$758 – – –
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