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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
151
Cetera Advisor Networks
California
$165K +$131K +20,527 New
WRPWM
152
Werba Rubin Papier Wealth Management
California
$164K +$131K +20,500 New
PMA
153
Prudent Man Advisors
Illinois
$157K +$36.7K +5,769 +42%
HNB
154
Huntington National Bank
Ohio
$155K -$2.47K -388 -2%
RWMG
155
Redwood Wealth Management Group
New Jersey
$153K +$122K +19,087 New
VIA
156
Vident Investment Advisory
Georgia
$151K -$12.7K -1,988 -10%
BP
157
Ballentine Partners
Massachusetts
$148K +$28.1K +4,415 +31%
IWA
158
Icon Wealth Advisors
Texas
$147K -$6.22K -977 -5%
State Street
159
State Street
Massachusetts
$145K +$26.5K +4,160 +30%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$145K -$879 -138 -0.8%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$140K +$67.7K +10,628 +154%
NRC
162
New Republic Capital
North Carolina
$136K +$108K +16,999 New
KeyBank National Association
163
KeyBank National Association
Ohio
$125K -$27.1K -4,261 -21%
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
$124K -$292K -45,785 -75%
LC
165
Lindbrook Capital
California
$123K -$841 -132 -0.9%
GT
166
Glenmede Trust
Pennsylvania
$121K +$96.2K +15,099 New
SG Americas Securities
167
SG Americas Securities
New York
$119K +$94.3K +14,811 New
II
168
Inspire Investing
Idaho
$118K -$5.64K -885 -6%
Millennium Management
169
Millennium Management
New York
$118K -$88.2K -13,842 -48%
MGWM
170
Marks Group Wealth Management
Minnesota
$115K
WANY
171
Wealthspire Advisors (New York)
New York
$115K +$91.4K +14,350 New
KP
172
Keel Point
Alabama
$113K -$6.25K -982 -7%
CGL
173
Clarius Group LLC
Washington
$113K -$82.8K -12,999 -48%
DWM
174
Drive Wealth Management
Utah
$112K +$3.97K +624 +5%
LF
175
Lantz Financial
Illinois
$111K +$1.59K +250 +2%