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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
126
Private Capital Group
Connecticut
$104K +$36.4K +5,657 +35%
SS
127
Simplicity Solutions
Minnesota
$100K +$32.6K +5,064 +32%
CB
128
Cadence Bank
Mississippi
$97K -$25.8K -4,000 -17%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$96K -$5.33K -828 -4%
FCI
130
Financial Counselors Inc
Kansas
$96K -$335 -52 -0.3%
SW
131
SVB Wealth
Massachusetts
$95K +$128K +19,928 New
ONB
132
Old National Bancorp
Indiana
$94K -$16.1K -2,500 -11%
MC
133
Miles Capital
Iowa
$93K +$1.86K +289 +2%
AssetMark Inc
134
AssetMark Inc
California
$92K -$9.55K -1,483 -7%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$88K -$236K -36,674 -67%
CGL
136
Clarius Group LLC
Washington
$87K +$10K +1,557 +9%
CS
137
Comerica Securities
Michigan
$86K +$116K +18,030 New
EVM
138
Eaton Vance Management
Massachusetts
$81K -$39.1K -6,069 -26%
AIM
139
Aigen Investment Management
New York
$80K +$106K +16,523 +21,741%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$77K -$2.68K -416 -2%
Acadian Asset Management
141
Acadian Asset Management
Massachusetts
$71K -$93.8K -14,558 -50%
WANY
142
Wealthspire Advisors (New York)
New York
$71K +$95.2K +14,777 New
IB
143
Intrust Bank
Kansas
$70K -$116K -18,010 -55%
MGWM
144
Marks Group Wealth Management
Minnesota
$70K
BF
145
BOK Financial
Oklahoma
$69K -$17.3K -2,690 -16%
RWM
146
Ritholtz Wealth Management
New York
$67K +$89.6K +13,911 New
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$65K -$322 -50 -0.4%
1WA
148
180 Wealth Advisors
Washington
$63K +$86.3K +13,401 New
HH
149
Hilltop Holdings
Texas
$60K -$1.64K -254 -2%
FAAS
150
First Allied Advisory Services
California
$59K -$84.3K -13,092 -51%