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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TDC
151
Thompson Davis & Co
Virginia
$17K
WA
152
Winfield Associates
Ohio
$17K +$2.32K +320 +17%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$17K +$6.35K +874 +64%
CFG
154
Citizens Financial Group
Rhode Island
$16K -$58 -8 -0.4%
TWA
155
TCI Wealth Advisors
Arizona
$16K
RFWA
156
RPg Family Wealth Advisory
Massachusetts
$15.6K -$2.63K -362 -15%
MFS
157
MSI Financial Services
Massachusetts
$15K -$980 -135 -7%
BIG
158
Bellwether Investment Group
Tennessee
$15K +$13.9K +1,908 New
SPIA
159
Steward Partners Investment Advisory
New York
$15K +$14.8K +2,033 New
CFA
160
Carroll Financial Associates
North Carolina
$13K
WC
161
Whitnell & Co
Illinois
$12K
PA
162
Parallel Advisors
California
$12K +$11.5K +1,590 New
TA
163
Teachers Advisors
New York
$10K
IA
164
IFP Advisors
Florida
$9K -$3.62K -499 -29%
NFG
165
Next Financial Group
Texas
$9K -$1.45K -200 -15%
BlackRock
166
BlackRock
New York
$8K +$7.26K +1,000 New
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$7K -$1.76K -243 -21%
SFG
168
SevenBridge Financial Group
Pennsylvania
$7K
DVM
169
Dreman Value Management
Florida
$6K -$72.6K -10,003 -92%
CAW
170
Cornerstone Advisors (Washington)
Washington
$6K +$4.68K +644 +319%
Bessemer Group
171
Bessemer Group
New Jersey
$6K +$5.6K +771 New
DADC
172
D.A. Davidson & Co
Montana
$4K
JFA
173
JNBA Financial Advisors
Minnesota
$3K -$203K -27,930 -98%
TWI
174
Thomas White International
Illinois
$3K
PFBT
175
Parkside Financial Bank & Trust
Missouri
$3K +$356 +49 +13%