We are live on ! Find out more
SMFG icon

Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$325K +$6.73K +993 +2%
PA
102
Parallel Advisors
California
$320K +$25.1K +3,699 +9%
QCG
103
Quadrant Capital Group
Ohio
$315K +$27.8K +4,100 +10%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$315K +$94.3K +13,916 +43%
MWM
105
Mission Wealth Management
California
$309K +$32.4K +4,781 +12%
EVM
106
Eaton Vance Management
Massachusetts
$304K +$1.23K +182 +0.4%
SW
107
SVB Wealth
Massachusetts
$298K -$1.76M -259,991 -86%
Mariner
108
Mariner
Kansas
$296K +$90.2K +13,310 +44%
MG
109
Mather Group
Illinois
$288K +$287K +42,397 New
PAS
110
Park Avenue Securities
New York
$283K +$29.8K +4,403 +12%
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$279K -$3.81K -562 -1%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$276K -$90.7K -13,388 -25%
Cerity Partners
113
Cerity Partners
New York
$269K +$268K +39,534 New
JMPWA
114
JP Morgan Private Wealth Advisors
California
$262K -$43.1K -6,369 -14%
KAS
115
Kestra Advisory Services
Texas
$257K -$98.4K -14,528 -28%
PAG
116
Private Advisor Group
New Jersey
$250K -$249K -36,689 -50%
BF
117
BOK Financial
Oklahoma
$247K -$11.4K -1,681 -4%
SRC
118
Sage Rhino Capital
California
$246K +$9.46K +1,397 +4%
EI
119
Ethic Inc
New York
$237K -$745K -110,006 -76%
CQS
120
Credential Qtrade Securities
$230K +$27.5K +4,066 +14%
CCA
121
Checchi Capital Advisers
California
$219K -$42.4K -6,267 -16%
AAS
122
Avantax Advisory Services
Texas
$214K +$213K +31,476 New
JP Morgan Chase
123
JP Morgan Chase
New York
$210K +$2.61K +385 +1%
CGL
124
Clarius Group LLC
Washington
$200K +$74.2K +10,954 +59%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$198K -$56.3K -8,314 -22%