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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$343K +$115K +12,855 +47%
Cerity Partners
102
Cerity Partners
New York
$342K -$36.1K -4,035 -9%
BTW
103
Boston Trust Walden
Massachusetts
$334K +$17.4K +1,950 +5%
PWPS
104
Pinnacle Wealth Planning Services
Ohio
$314K +$254K +28,411 +330%
CCA
105
Checchi Capital Advisers
California
$310K -$94.3K -10,558 -22%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$298K +$14.1K +1,574 +4%
RJT
107
Raymond James Trust
Florida
$284K -$4.15K -464 -1%
RCA
108
Rowland Carmichael Advisors
Arizona
$281K
YMRC
109
Yorktown Management & Research Company
Virginia
$281K
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$281K +$296K +33,082 New
LPL Financial
111
LPL Financial
California
$276K -$8.29K -928 -3%
FCI
112
Financial Counselors Inc
Kansas
$274K +$60.7K +6,793 +27%
RRAM
113
River Road Asset Management
Kentucky
$263K -$19.9K -2,225 -7%
CBU
114
CIBC Bank USA
Illinois
$259K
BG
115
Bahl & Gaynor
Ohio
$254K
DWT
116
Dorsey & Whitney Trust
South Dakota
$251K
RCAG
117
Rehmann Capital Advisory Group
Michigan
$249K -$2.81K -314 -1%
QCG
118
Quadrant Capital Group
Ohio
$247K -$491 -55 -0.2%
SW
119
SVB Wealth
Massachusetts
$239K -$52.2K -5,844 -17%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$234K +$181K +20,302 +282%
LSAG
121
Lake Street Advisors Group
New Hampshire
$231K -$1.5K -168 -0.6%
ONB
122
Old National Bancorp
Indiana
$231K +$45.6K +5,107 +23%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$225K -$10.5K -1,175 -4%
MC
124
Miles Capital
Iowa
$217K +$32K +3,586 +16%
PGA
125
Premia Global Advisors
Florida
$210K