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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$6.16M +$932K +86,898 +20%
B
27
Bailard
California
$5.59M +$1.02M +95,000 New
Stifel Financial
28
Stifel Financial
Missouri
$5.48M +$67.8K +6,319 +1%
BFG
29
Bleakley Financial Group
New Jersey
$5.36M -$137K -12,727 -3%
SW
30
Simplicity Wealth
New Jersey
$5.36M +$4.88M +455,282 New
RAM
31
Ramirez Asset Management
New York
$5.29M +$806K +75,126 +20%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$4.98M -$198K -18,421 -4%
CGH
33
Crossmark Global Holdings
Texas
$4.93M -$109K -10,128 -2%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$4.64M +$3.95M +368,200 +1,408%
QCM
35
QRG Capital Management
Illinois
$4.63M +$1.11M +103,875 +36%
QCM
36
Quantinno Capital Management
New York
$4.61M +$231K +21,534 +6%
Mariner
37
Mariner
Kansas
$4.6M +$369K +34,361 +10%
EI
38
Ethic Inc
New York
$4.34M +$154K +14,398 +4%
Cerity Partners
39
Cerity Partners
New York
$4.08M +$1.12M +104,330 +43%
UBS Group
40
UBS Group
Switzerland
$3.91M -$125K -11,666 -3%
Creative Planning
41
Creative Planning
Kansas
$3.63M +$680K +63,361 +26%
HighTower Advisors
42
HighTower Advisors
Illinois
$3.58M +$586K +54,615 +22%
FTDI
43
First Trust Direct Indexing
Massachusetts
$3.56M -$67K -6,250 -2%
GT
44
Greenleaf Trust
Michigan
$3.48M +$1.82K +170 +0.1%
Charles Schwab
45
Charles Schwab
California
$3.35M +$1.03M +96,206 +51%
GHAM
46
Gilman Hill Asset Management
Connecticut
$3.25M -$1.36M -126,590 -31%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$3.19M -$175K -16,283 -6%
EGA
48
Eagle Global Advisors
Texas
$3.18M +$644K +60,000 +29%
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.11M -$138K -12,859 -5%
US Bancorp
50
US Bancorp
Minnesota
$3.04M -$76.2K -7,100 -3%