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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
151
Keudell/Morrison Wealth Management
Oregon
$104K +$21.5K +3,095 +26%
MGWM
152
Marks Group Wealth Management
Minnesota
$101K
RJFSA
153
Raymond James Financial Services Advisors
Florida
$100K -$4.66K -669 -4%
HHGA
154
Halbert Hargrove Global Advisors
California
$100K +$1.51K +217 +2%
FA
155
FDx Advisors
Illinois
$100K +$99.1K +14,238 New
MCM
156
MAI Capital Management
Ohio
$99K +$22K +3,156 +29%
State Street
157
State Street
Massachusetts
$98K
WANY
158
Wealthspire Advisors (New York)
New York
$95K +$94.2K +13,538 New
PCG
159
Private Capital Group
Connecticut
$94K -$4.17K -599 -4%
DIA
160
Dana Investment Advisors
Wisconsin
$94K +$543 +78 +0.6%
PNC
161
Park National Corp
Ohio
$92K +$91.7K +13,181 New
OL
162
Optas LLC
Texas
$87K +$292 +42 +0.3%
KP
163
Keel Point
Alabama
$87K +$772 +111 +0.9%
CG
164
Caprock Group
Idaho
$86K -$7.97K -1,146 -9%
RhumbLine Advisers
165
RhumbLine Advisers
Massachusetts
$84K +$83K +11,920 New
IC
166
Intersect Capital
California
$83K +$82.7K +11,889 New
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$79K +$37.4K +5,374 +89%
ZB
168
Zions Bancorporation
Utah
$78K +$46.7K +6,717 +151%
Squarepoint
169
Squarepoint
New York
$77K -$12.7K -1,828 -14%
BWP
170
BSW Wealth Partners
Colorado
$77K +$76.6K +11,001 New
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$74K -$11.5K -1,649 -13%
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$74K +$1.36K +195 +2%
EI
173
Ellevest Inc
New York
$71K -$213K -30,545 -75%
Boston Partners
174
Boston Partners
Massachusetts
$71K -$14.9K -2,146 -18%
Simplex Trading
175
Simplex Trading
Illinois
$68K