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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
126
Sage Rhino Capital
California
$274K -$12.7K -1,997 -6%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$273K +$56.8K +8,918 +36%
SS
128
Simplicity Solutions
Minnesota
$252K -$2.65K -416 -1%
CQS
129
Credential Qtrade Securities
$251K -$13.4K -2,105 -6%
SW
130
SVB Wealth
Massachusetts
$250K -$31.7K -4,978 -14%
GCM
131
Gallacher Capital Management
Colorado
$246K +$195K +30,660 New
MG
132
Mather Group
Illinois
$242K -$16.4K -2,579 -8%
ACA
133
Atlas Capital Advisors
Wyoming
$240K -$103K -16,195 -35%
SEC
134
Seven Eight Capital
New York
$236K +$187K +29,402 New
Pzena Investment Management
135
Pzena Investment Management
New York
$218K +$173K +27,154 New
PSP
136
Principal Street Partners
Tennessee
$217K +$25.1K +3,938 +17%
DC
137
Davenport & Co
Virginia
$211K +$16.5K +2,588 +11%
FOA
138
Five Oceans Advisors
California
$196K -$325 -51 -0.2%
VAS
139
Vestmark Advisory Solutions
Massachusetts
$196K +$3.58K +562 +2%
Charles Schwab
140
Charles Schwab
California
$193K +$153K +24,051 New
BF
141
BOK Financial
Oklahoma
$191K -$55.1K -8,646 -27%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$190K -$40.6K -6,368 -21%
Fisher Asset Management
143
Fisher Asset Management
Washington
$189K +$4.01K +629 +3%
AA
144
AlphaQ Advisors
Florida
$186K +$148K +23,227 New
SI
145
Stephens Inc
Arkansas
$183K +$27.7K +4,356 +24%
PAG
146
Private Advisor Group
New Jersey
$182K -$12K -1,881 -8%
BHPW
147
Beverly Hills Private Wealth
California
$176K +$140K +21,961 New
HIA
148
Harbor Investment Advisory
Maryland
$174K -$7.94K -1,247 -5%
FA
149
FDx Advisors
Illinois
$169K -$7.82K -1,228 -6%
WFI
150
West Family Investments
California
$167K -$544K -85,390 -80%