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Sumitomo Mitsui Financial
SMFG

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
376
Clean Yield Group
Vermont
$4.83K – – –
CHC
377
City Holding Co
West Virginia
$4.71K – – –
GWM
378
Geneos Wealth Management
Colorado
$4.66K +$4.18K +241 New
NP
379
Ninepoint Partners
Ontario, Canada
$4.56K +$4.09K +236 New
W
380
WealthCollab
Washington
$4.37K – – –
IBOK
381
Independence Bank of Kentucky
Kentucky
$4.35K +$3.9K +225 New
JFGIW
382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.9K -$3.33K -192 -49%
NFSG
383
Newbridge Financial Services Group
Florida
$3.79K +$3.4K +196 New
II
384
Inspire Investing
Idaho
$3.35K +$3.02K +174 New
IAS
385
IMA Advisory Services
Colorado
$3.23K +$2.9K +167 New
TCM
386
Triumph Capital Management
Colorado
$3.23K +$2.9K +167 New
BHWM
387
Beaird Harris Wealth Management
Texas
$3.17K – – –
LI
388
LRI Investments
Florida
$3.17K – – –
CA
389
Crewe Advisors
Utah
$3.07K – – –
CI
390
CX Institutional
Indiana
$3K – – –
NRG
391
Nemes Rush Group
Michigan
$2.92K +$2.62K +151 New
FCAS
392
First Command Advisory Services
Texas
$2.49K – – –
RWS
393
Retirement Wealth Solutions
Wisconsin
$2.44K -$104 -6 -5%
PWAM
394
Private Wealth Asset Management
Iowa
$2.42K – – –
ECA
395
Elevated Capital Advisors
Utah
$2.42K +$2.17K +125 New
BLC
396
Brown, Lisle/Cummings
Rhode Island
$2.3K – – –
CFO
397
CVA Family Office
Colorado
$2.22K – – –
FNWA
398
Financial Network Wealth Advisors
Utah
$2.03K – – –
ST
399
Smithfield Trust
Pennsylvania
$2K +$1.94K +112 New
KG
400
Kilter Group
New York
$1.82K +$1.63K +94 New
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