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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
351
Bare Financial Services
Pennsylvania
$23.5K +$14.5K +654 +191%
Nisa Investment Advisors
352
Nisa Investment Advisors
Missouri
$22.5K +$10.2K +460 +94%
JWM
353
JPL Wealth Management
Colorado
$22.1K -$9.22K -415 -31%
EWP
354
Elevation Wealth Partners
California
$21.9K +$20.6K +928 New
OC
355
Oakworth Capital
Alabama
$21.7K
HWP
356
Highline Wealth Partners
California
$21.3K +$755 +34 +4%
SGFG
357
Silver Grove Financial Group
New York
$21K +$19.8K +893 New
CAL
358
Capital Analysts LLC
Pennsylvania
$21K
SWM
359
SHP Wealth Management
Massachusetts
$20.6K +$6.13K +276 +46%
RF
360
Rossby Financial
Florida
$20.1K +$1.49K +67 +9%
BW
361
Basepoint Wealth
Iowa
$19.3K
HWA
362
HHM Wealth Advisors
Tennessee
$19K
RWM
363
Raffa Wealth Management
District of Columbia
$18.5K +$6.31K +284 +57%
FCAS
364
First Command Advisory Services
Texas
$17.8K +$10.8K +485 +179%
SGK
365
Steigerwald Gordon & Koch
Virginia
$17.7K
CVM
366
Cheviot Value Management
California
$17.2K
KG
367
Kilter Group
New York
$16.4K +$12.6K +569 +448%
FC
368
Financial Consulate
Maryland
$16.4K +$8.15K +367 +112%
IFWM
369
Institute for Wealth Management
Colorado
$15.8K +$14.9K +670 New
PP
370
PFS Partners
New Jersey
$15.3K
AFG
371
Albion Financial Group
Utah
$15.2K
SWP
372
Strategic Wealth Partners
Ohio
$14.6K
AWA
373
Acumen Wealth Advisors
Tennessee
$14.5K
WA
374
WPG Advisers
Maryland
$13.7K -$133 -6 -1%
OWP
375
ORG Wealth Partners
Texas
$13.3K