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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
376
Synergy Investment Management
Florida
$12.9K +$11.5K +516 New
PWA
377
Principia Wealth Advisory
Texas
$12K +$777 +35 +7%
BFPW
378
BOK Financial Private Wealth
Colorado
$11.1K +$10.4K +470 New
AT
379
Arlington Trust
Alabama
$10.5K
PWA
380
Physician Wealth Advisors
Utah
$10.2K +$2.13K +96 +28%
Kayne Anderson Rudnick Investment Management
381
Kayne Anderson Rudnick Investment Management
California
$9.95K +$533 +24 +6%
NFSG
382
Newbridge Financial Services Group
Florida
$9.27K
TCM
383
Triumph Capital Management
Colorado
$9.27K +$799 +36 +10%
BIA
384
Bell Investment Advisors
California
$9.05K
SWM
385
Spire Wealth Management
Virginia
$8.89K
JFA
386
JNBA Financial Advisors
Minnesota
$8.51K +$5.97K +269 +292%
AAS
387
Ameritas Advisory Services
Nebraska
$8.13K -$274K -12,359 -97%
MNA
388
Manning & Napier Advisors
New York
$7.99K
LI
389
LRI Investments
Florida
$7.83K +$3.73K +168 +102%
RWS
390
Retirement Wealth Solutions
Wisconsin
$7.38K +$1.29K +58 +23%
CFD
391
Creative Financial Designs
Indiana
$7.33K
PSFG
392
Park Square Financial Group
Georgia
$6.46K -$2.29K -103 -27%
PMFA
393
Plante Moran Financial Advisors
Michigan
$6.39K +$6.02K +271 New
GG
394
Gleason Group
Kentucky
$6.25K +$5.88K +265 New
BH
395
Burk Holdings
Oklahoma
$6.01K
MCM
396
MV Capital Management
Maryland
$5.94K +$2.02K +91 +57%
CYG
397
Clean Yield Group
Vermont
$5.89K
APFP
398
Action Point Financial Planning
Michigan
$5.89K +$5.55K +250 New
IAS
399
IMA Advisory Services
Colorado
$5.85K +$1.91K +86 +53%
ACA
400
American Capital Advisory
Idaho
$5.85K +$3.2K +144 +138%