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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$58K -$13.7K -2,131 -15%
II
152
Inspire Investing
Idaho
$57K +$7.34K +1,140 +11%
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$56K -$5.07K -787 -6%
PTC
154
Private Trust Company
Ohio
$51K -$580 -90 -0.8%
MCM
155
MAI Capital Management
Ohio
$50K
TP
156
Tranquility Partners
Tennessee
$50K
IWM
157
IHT Wealth Management
Illinois
$48K +$65K +10,098 New
QCG
158
Quadrant Capital Group
Ohio
$47K -$374K -58,040 -85%
CQS
159
Credential Qtrade Securities
$43.5K +$31.6K +4,901 +117%
EI
160
Ellevest Inc
New York
$38K +$21.8K +3,383 +75%
PB
161
Pinnacle Bancorp
Nebraska
$29K
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$26K -$3.35K -520 -9%
LWM
163
Liberty Wealth Management
California
$25K +$5.39K +837 +19%
ZB
164
Zions Bancorporation
Utah
$23K -$10K -1,554 -24%
SPIA
165
Steward Partners Investment Advisory
New York
$23K -$7.31K -1,135 -19%
KPW
166
Kore Private Wealth
New York
$22K +$8.88K +1,379 +44%
TAIM
167
TD Ameritrade Investment Management
Nebraska
$21K +$7.64K +1,186 +37%
CCA
168
Column Capital Advisors
Indiana
$17K +$7.21K +1,119 +45%
ASN
169
Advisory Services Network
Georgia
$16K -$30.9K -4,800 -58%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$18.3K +2,844 +981%
APA
171
American Portfolios Advisors
New York
$13.3K -$3.8K -590 -18%
HNB
172
Huntington National Bank
Ohio
$13K -$20.6K -3,201 -53%
GRP
173
Global Retirement Partners
California
$13K -$1.03K -160 -6%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$13K
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$13.3K -2,060 -44%