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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
151
Cable Hill Partners
Oregon
$472K +$12.9K +1,065 +3%
SIA
152
Schechter Investment Advisors
Michigan
$471K +$18.7K +1,546 +5%
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$464K +$192K +15,812 +84%
CGA
154
Channing Global Advisors
Florida
$442K -$218 -18 -0.1%
GA
155
Gateway Advisory
New Jersey
$435K -$29.9K -2,471 -7%
Capstone Investment Advisors
156
Capstone Investment Advisors
New York
$431K +$123K +10,138 +46%
Citigroup
157
Citigroup
New York
$431K +$107K +8,864 +38%
IWC
158
Integrated Wealth Concepts
Massachusetts
$426K -$38.6K -3,188 -9%
JFG
159
Jefferies Financial Group
New York
$425K
ACA
160
Atlas Capital Advisors
Wyoming
$424K +$51.3K +4,233 +15%
P
161
&Partners
Tennessee
$410K +$371K +30,610 New
VSQM
162
V-Square Quantitative Management
Illinois
$410K
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$407K +$85.6K +7,065 +30%
PSP
164
Principal Street Partners
Tennessee
$391K
Truist Financial
165
Truist Financial
North Carolina
$390K -$85.9K -7,088 -20%
BCM
166
Barometer Capital Management
Ontario, Canada
$390K -$54.5K -4,500 -13%
GCM
167
Gallacher Capital Management
Colorado
$387K -$6.06K -500 -2%
MG
168
Mather Group
Illinois
$385K -$993 -82 -0.3%
UB
169
UMB Bank
Missouri
$380K -$727 -60 -0.2%
TW
170
Traveka Wealth
California
$369K +$10.4K +859 +3%
LI
171
Louisbourg Investments
New Brunswick, Canada
$357K
WFI
172
West Family Investments
California
$344K +$54.1K +4,470 +21%
SW
173
SVB Wealth
Massachusetts
$342K -$54.5K -4,502 -15%
NA
174
NewEdge Advisors
Louisiana
$327K -$59.6K -4,920 -17%
BA
175
Bridgewater Advisors
New York
$324K +$288K +23,785 New