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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$2.37M +$176K +18,171 +8%
Cerity Partners
52
Cerity Partners
New York
$2.35M +$210K +21,619 +10%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$2.32M -$870K -89,795 -27%
IWC
54
Integrated Wealth Concepts
Massachusetts
$2.19M -$104K -10,743 -5%
DWA
55
Dorsey Wright & Associates
California
$2.07M +$2.07M +213,699 New
EGA
56
Eagle Global Advisors
Texas
$2.03M +$58.2K +6,000 +3%
LWAM
57
Legacy Wealth Asset Management
Minnesota
$2M +$159K +16,407 +9%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.99M +$82.4K +8,499 +4%
Capital Fund Management (CFM)
59
Capital Fund Management (CFM)
France
$1.96M +$504K +51,986 +35%
Ameriprise
60
Ameriprise
Minnesota
$1.9M -$10.1K -1,037 -0.5%
FFM
61
Forum Financial Management
Illinois
$1.83M +$247K +25,500 +16%
S
62
SignatureFD
Georgia
$1.82M +$82K +8,457 +5%
Charles Schwab
63
Charles Schwab
California
$1.82M +$351K +36,170 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
64
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.78M +$1.78M +184,000 New
SIGI
65
Susquehanna International Group (Ireland)
Ireland
$1.7M +$1.7M +175,640 New
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$1.66M +$19 +2 +0%
MIS
67
Morningstar Investment Services
Illinois
$1.6M +$817K +84,276 +103%
LMIM
68
Lockheed Martin Investment Management
Maryland
$1.59M +$1.59M +164,050 New
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.57M +$5.71K +589 +0.4%
AAM
70
Augustine Asset Management
Florida
$1.56M +$1.56M +161,260 New
Boston Partners
71
Boston Partners
Massachusetts
$1.55M +$41.9K +4,324 +3%
GU
72
Georgetown University
District of Columbia
$1.55M +$23.1K +2,383 +2%
Fisher Asset Management
73
Fisher Asset Management
Washington
$1.54M +$1.35M +139,200 +717%
Calamos Advisors
74
Calamos Advisors
Illinois
$1.39M +$1.4M +144,000 New
Sanders Capital
75
Sanders Capital
Florida
$1.35M -$3.88K -400 -0.3%