We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial
SMFG

Name Holding Trade Value Shares
Change 		Change in
Stake
B
326
Bayban
Minnesota
$29.6K +$26.6K +1,532 New
IA
327
IFP Advisors
Florida
$29.4K – – –
OP
328
ORG Partners
Indiana
$29.1K – – –
FMP
329
Financial Management Professionals
Texas
$28.2K – – –
PP
330
PFS Partners
New Jersey
$27K +$24.2K +1,395 New
SAG
331
SageView Advisory Group
California
$25.2K +$22.6K +1,302 New
PSFG
332
Park Square Financial Group
Georgia
$23.6K +$10.4K +598 +58%
RFP
333
Root Financial Partners
California
$23.4K +$4.71K +272 +29%
APW
334
Aventura Private Wealth
Florida
$23.1K – – –
SEP
335
Signature Equity Partners
Ohio
$21.8K +$19.6K +1,129 New
EP
336
Essential Partners
California
$20.3K +$5.96K +344 +49%
GKIM
337
GW&K Investment Management
Massachusetts
$19K – – –
OC
338
Oakworth Capital
Alabama
$17.8K +$16K +921 New
NA
339
NewEdge Advisors
Louisiana
$17.8K +$191 +11 +1%
LFG
340
Larson Financial Group
Missouri
$17.4K +$9.01K +520 +136%
CAL
341
Capital Analysts LLC
Pennsylvania
$17K +$15.3K +882 New
HWP
342
Highline Wealth Partners
California
$16.4K – – –
HI
343
Harbour Investments
Wisconsin
$16.4K – – –
BW
344
Basepoint Wealth
Iowa
$15.8K +$14.2K +818 New
HWA
345
HHM Wealth Advisors
Tennessee
$15.6K – – –
EW
346
Elyxium Wealth
California
$15.3K +$13.7K +793 New
CVM
347
Cheviot Value Management
California
$15.3K – – –
SGK
348
Steigerwald Gordon & Koch
Virginia
$14.5K – – –
SIC
349
SJS Investment Consulting
Ohio
$14.3K +$12.8K +741 New
AGWCA
350
Annis Gardner Whiting Capital Advisors
Florida
$13.7K +$12.3K +707 New
12 13
14
15 16