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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
151
AllianceBernstein
Tennessee
$117K +$134K +17,923 New
IFWM
152
Institute for Wealth Management
Colorado
$114K +$131K +17,535 New
BRWA
153
B. Riley Wealth Advisors
Florida
$113K +$31.9K +4,269 +33%
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$108K -$167K -22,343 -57%
Creative Planning
155
Creative Planning
Kansas
$108K +$46.9K +6,288 +61%
IWP
156
Icon Wealth Partners
Texas
$102K -$24.5K -3,276 -17%
SCM
157
Sterling Capital Management
North Carolina
$102K -$21.1K -2,830 -15%
AssetMark Inc
158
AssetMark Inc
California
$102K +$14.4K +1,932 +14%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$93.8K -$130K -17,363 -55%
LC
160
Lindbrook Capital
California
$91K +$105K +14,131 New
AWM
161
Altium Wealth Management
New York
$90K -$36.1K -4,833 -26%
AIM
162
Axiom Investment Management
New York
$90K +$103K +13,809 New
PCP
163
Proficio Capital Partners
Massachusetts
$83K +$1.27K +170 +1%
CBT
164
Capital Bank & Trust
California
$83K +$43.7K +5,854 +85%
FHB
165
First Hawaiian Bank
Hawaii
$80K -$3.38K -453 -4%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$78K -$65.3K -8,743 -42%
Nuveen Fund Advisors
167
Nuveen Fund Advisors
Illinois
$78K -$11.2K -1,507 -11%
PNC
168
Park National Corp
Ohio
$78K
State Street
169
State Street
Massachusetts
$77K
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$68K -$11.1K -1,492 -12%
FB
171
Fulton Bank
Pennsylvania
$67K +$76.5K +10,252 New
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$63K +$71.9K +9,638 New
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$56K -$13.2K -1,764 -17%
ZB
174
Zions Bancorporation
Utah
$56K +$6.92K +927 +12%
PCG
175
Private Capital Group
Connecticut
$50K -$19.4K -2,593 -25%