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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$434K +$345K +54,096 New
YIH
102
Y-Intercept (HK)
Hong Kong
$424K +$337K +52,908 New
Pacer Advisors
103
Pacer Advisors
Pennsylvania
$417K +$331K +52,024 New
PWPS
104
Pinnacle Wealth Planning Services
Ohio
$403K -$54.8K -8,604 -15%
LSAG
105
Lake Street Advisors Group
New Hampshire
$403K +$28.8K +4,529 +10%
RWM
106
Ritholtz Wealth Management
New York
$389K +$40.2K +6,306 +15%
MML Investors Services
107
MML Investors Services
Massachusetts
$375K +$31.7K +4,978 +12%
ECM
108
Evergreen Capital Management
Washington
$370K -$57.8K -9,080 -16%
ZB
109
Zions Bancorporation
Utah
$369K -$6.78K -1,065 -2%
QCG
110
Quadrant Capital Group
Ohio
$350K -$119K -18,758 -30%
QI
111
Qtron Investments
Massachusetts
$344K
PA
112
Parallel Advisors
California
$334K +$22.4K +3,525 +9%
PAS
113
Park Avenue Securities
New York
$332K +$39.1K +6,138 +17%
IA
114
Inspire Advisors
Idaho
$328K +$2.15K +338 +0.8%
Federated Hermes
115
Federated Hermes
Pennsylvania
$325K +$40K +6,280 +18%
SWS
116
SYSTM Wealth Solutions
Illinois
$319K +$253K +39,789 New
KAS
117
Kestra Advisory Services
Texas
$318K -$4.79K -752 -2%
RCM
118
RNC Capital Management
California
$313K -$46.5K -7,300 -16%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$310K +$19.3K +3,038 +9%
HighTower Advisors
120
HighTower Advisors
Illinois
$304K +$15.5K +2,436 +7%
UBS Group
121
UBS Group
Switzerland
$303K +$11.5K +1,804 +5%
CCA
122
Checchi Capital Advisers
California
$293K +$4.39K +689 +2%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$289K +$30K +4,712 +15%
HF
124
HRT Financial
New York
$283K -$272K -42,750 -55%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$275K +$59.5K +9,343 +37%