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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$7M +$1.06M +76,862 +19%
Creative Planning
27
Creative Planning
Kansas
$6.92M +$1.38M +100,738 +27%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$6.91M +$120K +8,717 +2%
RAM
29
Ramirez Asset Management
New York
$6.51M +$192K +14,004 +3%
Jane Street
30
Jane Street
New York
$6.45M +$1.99M +144,901 +48%
Stifel Financial
31
Stifel Financial
Missouri
$6.41M +$5.41K +394 +0.1%
QCM
32
QRG Capital Management
Illinois
$6.27M +$106K +7,735 +2%
EI
33
Ethic Inc
New York
$6.02M +$641K +46,640 +13%
BIMC
34
Benson Investment Management Company
Virginia
$5.94M +$275 +20 +0%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$5.93M -$18.4M -1,341,603 -77%
Mariner
36
Mariner
Kansas
$5.87M +$115K +8,389 +2%
SAM
37
Silvercrest Asset Management
New York
$5.8M +$3.33M +242,300 New
MWM
38
Moran Wealth Management
Florida
$5.2M +$350K +25,503 +8%
Boston Partners
39
Boston Partners
Massachusetts
$5.05M +$2.74M +199,616 +134%
EGA
40
Eagle Global Advisors
Texas
$4.87M
LPL Financial
41
LPL Financial
California
$4.71M +$3.24M +235,934 +265%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.48M +$4.25M +309,458 New
Cerity Partners
43
Cerity Partners
New York
$4.46M -$458K -33,313 -9%
US Bancorp
44
US Bancorp
Minnesota
$4.34M +$105K +7,641 +3%
LG
45
Leuthold Group
Minnesota
$4.33M -$149K -10,815 -3%
GT
46
Greenleaf Trust
Michigan
$4.28M +$1.02K +74 +0%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.74M +$156K +11,363 +5%
AAM
48
Augustine Asset Management
Florida
$3.69M -$25.4K -1,849 -0.7%
PMWMG
49
Parr McKnight Wealth Management Group
Minnesota
$3.51M +$3.33M +242,101 New
Osaic Holdings
50
Osaic Holdings
Arizona
$3.37M +$534K +38,903 +20%