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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$831K -$3.25K -226 -0.4%
CCM
127
Coldstream Capital Management
Washington
$813K +$466K +32,373 +155%
CL
128
Choreo LLC
Illinois
$813K +$34.1K +2,374 +5%
CIP
129
Capital Insight Partners
Arizona
$804K +$30.1K +2,095 +4%
AI
130
Atria Investments
North Carolina
$801K +$78.7K +5,473 +12%
SSA
131
Schonfeld Strategic Advisors
New York
$735K +$700K +48,675 New
AAS
132
Avantax Advisory Services
Texas
$719K +$217K +15,107 +46%
PP
133
PDS Planning
Ohio
$711K +$15.1K +1,051 +2%
CCA
134
Checchi Capital Advisers
California
$700K -$47.8K -3,321 -7%
BS
135
Banco Santander
Spain
$697K +$146K +10,150 +28%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$680K -$26.5K -1,846 -4%
SAM
137
Smartleaf Asset Management
Massachusetts
$673K -$23.9K -1,665 -4%
GI
138
Gradient Investments
Minnesota
$655K +$122K +8,508 +24%
Citigroup
139
Citigroup
New York
$651K -$35.7K -2,481 -5%
EI
140
Ellevest Inc
New York
$640K -$205K -14,253 -25%
SF
141
Summit Financial
New Jersey
$637K +$76.8K +5,343 +15%
RCM
142
RNC Capital Management
California
$631K +$71.3K +4,955 +13%
KAS
143
Kestra Advisory Services
Texas
$623K +$386K +26,851 +187%
BCM
144
Barometer Capital Management
Ontario, Canada
$598K +$125K +8,700 +28%
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
$581K -$14.7K -1,025 -3%
PFS
146
Prospera Financial Services
Texas
$564K -$19K -1,323 -3%
CP
147
Covenant Partners
Tennessee
$563K
WHG
148
Westwood Holdings Group
Texas
$558K -$24.3K -1,687 -4%
IC
149
Iconiq Capital
California
$552K -$107K -7,418 -17%
CWM
150
Cordatus Wealth Management
Pennsylvania
$544K -$12.2K -847 -2%