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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
126
Westwood Holdings Group
Texas
$563K +$97 +9 +0%
AFG
127
Atomi Financial Group
New York
$542K +$117K +10,894 +31%
CCA
128
Checchi Capital Advisers
California
$513K +$6.39K +596 +1%
BS
129
Banco Santander
Spain
$506K +$461K +43,000 New
PP
130
PDS Planning
Ohio
$503K +$17.2K +1,605 +4%
Vanguard Capital Wealth Advisors
131
Vanguard Capital Wealth Advisors
Colorado
$501K -$98.8K -9,211 -18%
RJA
132
Raymond James & Associates
Florida
$486K -$333K -31,040 -43%
GT
133
Glenmede Trust
Pennsylvania
$478K +$21.3K +1,985 +5%
AAM
134
Advisors Asset Management
Colorado
$474K +$75K +6,996 +21%
PWPS
135
Pinnacle Wealth Planning Services
Ohio
$464K +$19.5K +1,817 +5%
Lazard Asset Management
136
Lazard Asset Management
New York
$463K -$479K -44,652 -53%
AWA
137
Aaron Wealth Advisors
Illinois
$447K +$165K +15,407 +68%
RCM
138
RNC Capital Management
California
$446K -$2.63K -245 -0.6%
CP
139
Covenant Partners
Tennessee
$439K -$199K -18,523 -33%
SRC
140
Sage Rhino Capital
California
$436K +$10.7K +999 +3%
VT
141
Vise Technologies
New York
$435K -$197K -18,334 -33%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$435K -$239K -22,252 -38%
Truist Financial
143
Truist Financial
North Carolina
$426K -$295K -27,463 -43%
IWC
144
Integrated Wealth Concepts
Massachusetts
$411K -$2.06M -191,643 -85%
GA
145
Gateway Advisory
New Jersey
$411K +$48K +4,476 +15%
SIA
146
Schechter Investment Advisors
Michigan
$395K +$34.7K +3,239 +11%
CGA
147
Channing Global Advisors
Florida
$388K -$5.58K -520 -2%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$387K +$101K +9,429 +40%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$387K -$222K -20,687 -39%
P
150
Pitcairn
Pennsylvania
$380K -$7.78K -725 -2%