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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
51
First Trust Direct Indexing
Massachusetts
$2.35M -$62.6K -7,581 -3%
US Bancorp
52
US Bancorp
Minnesota
$2.27M -$230K -27,896 -10%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$2.24M +$239K +28,869 +12%
EI
54
Ethic Inc
New York
$2.2M +$141K +17,051 +7%
Cerity Partners
55
Cerity Partners
New York
$2.07M +$36.1K +4,367 +2%
LPL Financial
56
LPL Financial
California
$2.05M +$191K +23,138 +11%
IWC
57
Integrated Wealth Concepts
Massachusetts
$2.03M -$33.8K -4,091 -2%
API
58
Advisor Partners II
California
$2.02M +$118K +14,278 +6%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.8M +$78.4K +9,492 +5%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.76M +$1.39M +167,826 +460%
EGA
61
Eagle Global Advisors
Texas
$1.75M +$1.69M +204,000 New
RFC
62
Regions Financial Corp
Alabama
$1.75M -$39K -4,715 -2%
Ameriprise
63
Ameriprise
Minnesota
$1.71M -$7.69K -931 -0.5%
Creative Planning
64
Creative Planning
Kansas
$1.69M +$313K +37,916 +24%
BCM
65
BTC Capital Management
Iowa
$1.68M +$4.98K +603 +0.3%
Two Sigma Investments
66
Two Sigma Investments
New York
$1.49M +$459K +55,500 +47%
E
67
Ergoteles
New York
$1.47M +$326K +39,517 +30%
S
68
SignatureFD
Georgia
$1.46M +$38.6K +4,675 +3%
LWAM
69
Legacy Wealth Asset Management
Minnesota
$1.43M +$7.58K +918 +0.6%
LNWWM
70
Laird Norton Wetherby Wealth Management
California
$1.42M +$62.9K +7,618 +5%
FFM
71
Forum Financial Management
Illinois
$1.4M -$405 -49 -0%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.37M +$1.31M +158,772 New
BS
73
Banco Santander
Spain
$1.35M +$22.5K +2,720 +2%
GU
74
Georgetown University
District of Columbia
$1.34M
HF
75
HRT Financial
New York
$1.31M -$158K -19,110 -11%