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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$498K +$12.3K +809 +3%
ACA
152
Atlas Capital Advisors
Wyoming
$484K +$5.2K +342 +1%
CHP
153
Cable Hill Partners
Oregon
$478K -$6.86K -451 -1%
BCM
154
Barometer Capital Management
Ontario, Canada
$477K -$384K -25,254 -45%
AssetMark Inc
155
AssetMark Inc
California
$473K +$180K +11,847 +63%
PSP
156
Principal Street Partners
Tennessee
$450K
GIA
157
Gladstone Institutional Advisory
Florida
$447K +$440K +28,939 New
GCM
158
Gallacher Capital Management
Colorado
$446K -$1.57K -103 -0.4%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$443K +$608 +40 +0.1%
SCM
160
Shelton Capital Management
Colorado
$436K -$13.5K -887 -3%
TW
161
Traveka Wealth
California
$432K +$4.78K +314 +1%
GI
162
GAMMA Investing
California
$429K +$69.8K +4,588 +20%
B
163
Bailard
California
$424K +$25.9K +1,701 +7%
WIA
164
World Investment Advisors
California
$417K +$195K +12,799 +90%
LI
165
Louisbourg Investments
New Brunswick, Canada
$412K
SIA
166
Schechter Investment Advisors
Michigan
$411K -$130K -8,540 -24%
SI
167
Seeds Investor
New York
$401K +$9.57K +629 +2%
FOA
168
Five Oceans Advisors
California
$393K
UB
169
UMB Bank
Missouri
$391K -$39.7K -2,612 -9%
Vanguard Capital Wealth Advisors
170
Vanguard Capital Wealth Advisors
Colorado
$387K +$58.1K +3,822 +18%
SC
171
Syon Capital
California
$386K +$114K +7,509 +43%
William Blair & Company
172
William Blair & Company
Illinois
$378K +$372K +24,467 New
Truist Financial
173
Truist Financial
North Carolina
$372K -$4.58K -301 -1%
NWAG
174
Net Worth Advisory Group
Utah
$364K -$18.6K -1,226 -5%
SCP
175
Sivia Capital Partners
California
$348K +$29.3K +1,927 +9%