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Sumitomo Mitsui Financial
SMFG

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
426
D.J. St. Germain
Massachusetts
$2.15K – – –
BWL
427
Bogart Wealth LLC
Virginia
$2.08K +$1.24K +56 +175%
CTB
428
Country Trust Bank
Illinois
$2.05K – – –
GIA
429
GHP Investment Advisors
Colorado
$2K – – –
GFA
430
Godfrey Financial Associates
New York
$1.86K – – –
MIM
431
Marshall Investment Management
Colorado
$1.77K +$1.67K +75 New
MB
432
MidFirst Bank
Oklahoma
$1.75K – – –
SHIM
433
Stone House Investment Management
Pennsylvania
$1.67K +$1.16K +52 +274%
IA
434
IFG Advisory
Georgia
$1.63K +$1.53K +69 New
DWM
435
Dogwood Wealth Management
Kansas
$1.58K – – –
CCWM
436
Cassaday & Co Wealth Management
Virginia
$1.51K – – –
HHGA
437
Halbert Hargrove Global Advisors
California
$1.45K +$1.38K +62 New
CJ
438
Caitlin John
Michigan
$1.39K – – –
II
439
Inspire Investing
Idaho
$1.39K -$2.8K -126 -68%
GSWM
440
Golden State Wealth Management
California
$1.37K – – –
BIM
441
Breakwater Investment Management
Washington
$1.25K +$1.18K +53 New
MS
442
Monetary Solutions
Ohio
$1.2K +$1.13K +51 New
GWM
443
Geneos Wealth Management
Colorado
$1.13K +$1.07K +48 New
ADL
444
Asset Dedication LLC
California
$1.08K +$1.02K +46 New
AWM
445
Abound Wealth Management
Tennessee
$1.06K – – –
POIA
446
Pin Oak Investment Advisors
Texas
$1K -$36.6K -1,647 -97%
TCM
447
TD Capital Management
Tennessee
$980 – – –
GBT
448
Grove Bank & Trust
Florida
$943 +$888 +40 New
GPFA
449
Game Plan Financial Advisors
Ohio
$707 +$666 +30 New
MWM
450
Mosley Wealth Management
California
$519 +$489 +22 New
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