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Sumitomo Mitsui Financial
SMFG

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
351
Signature Equity Partners
Ohio
$23K +$735 +35 +3%
PTC
352
Private Trust Company
Ohio
$21.8K -$14.3K -680 -38%
WG
353
Wellington Group
Indiana
$21.8K -$10.4K -493 -31%
WA
354
Whipplewood Advisors
Colorado
$21.3K +$22.6K +1,078 New
EP
355
Essential Partners
California
$20.7K – – –
NA
356
NewEdge Advisors
Louisiana
$19K +$840 +40 +4%
OC
357
Oakworth Capital
Alabama
$18.2K – – –
HWP
358
Highline Wealth Partners
California
$17.1K +$420 +20 +2%
CAL
359
Capital Analysts LLC
Pennsylvania
$17K – – –
RF
360
Rossby Financial
Florida
$16.3K +$5.97K +284 +56%
BW
361
Basepoint Wealth
Iowa
$16.2K – – –
HWA
362
HHM Wealth Advisors
Tennessee
$15.9K – – –
SIC
363
SJS Investment Consulting
Ohio
$14.9K +$231 +11 +1%
SGK
364
Steigerwald Gordon & Koch
Virginia
$14.8K – – –
CVM
365
Cheviot Value Management
California
$14.4K – – –
AGWCA
366
Annis Gardner Whiting Capital Advisors
Florida
$14K – – –
PP
367
PFS Partners
New Jersey
$12.8K -$15.7K -747 -54%
AFG
368
Albion Financial Group
Utah
$12.7K – – –
SWP
369
Strategic Wealth Partners
Ohio
$12.2K – – –
BLC
370
Brown, Lisle/Cummings
Rhode Island
$12.2K +$10.5K +499 +419%
AWA
371
Acumen Wealth Advisors
Tennessee
$12.2K -$189 -9 -1%
SWM
372
SHP Wealth Management
Massachusetts
$11.8K +$3.84K +183 +44%
WA
373
WPG Advisers
Maryland
$11.6K -$693 -33 -5%
OWP
374
ORG Wealth Partners
Texas
$11.2K +$6.07K +289 +104%
FCG
375
Financial Connections Group
California
$11K – – –
13 14
15
16 17