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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
176
Prospera Financial Services
Texas
$839K -$4.06K -183 -0.5%
RCM
177
RNC Capital Management
California
$834K -$262K -11,820 -25%
B
178
Bailard
California
$832K -$25K -1,124 -3%
CWM
179
Cordatus Wealth Management
Pennsylvania
$829K +$7.53K +339 +1%
Lido Advisors
180
Lido Advisors
California
$828K +$37.8K +1,701 +5%
FLPIM
181
F.L. Putnam Investment Management
Massachusetts
$820K +$24.1K +1,084 +3%
KCM
182
Kathmere Capital Management
Pennsylvania
$809K +$213K +9,597 +39%
SRC
183
Sage Rhino Capital
California
$804K +$2.29K +103 +0.3%
JFG
184
Jefferies Financial Group
New York
$791K +$91.9K +4,140 +14%
BFG
185
Bleakley Financial Group
New Jersey
$776K +$191K +8,596 +35%
PWPS
186
Pinnacle Wealth Planning Services
Ohio
$775K -$9.75K -439 -1%
WHG
187
Westwood Holdings Group
Texas
$773K -$489 -22 -0.1%
MG
188
Mather Group
Illinois
$770K
TAFW
189
Tred Avon Family Wealth
Maryland
$747K
Lazard Asset Management
190
Lazard Asset Management
New York
$743K -$2K -90 -0.3%
SWP
191
Sagespring Wealth Partners
Tennessee
$725K +$23.5K +1,059 +4%
GM
192
GeoWealth Management
Illinois
$725K +$255K +11,480 +60%
SP
193
SmartHarvest Portfolios
Washington
$702K +$59.5K +2,681 +10%
PSP
194
Principal Street Partners
Tennessee
$695K
GWP
195
Gateway Wealth Partners
Wisconsin
$684K +$11.5K +517 +2%
Schroder Investment Management Group
196
Schroder Investment Management Group
United Kingdom
$679K +$888 +40 +0.1%
Chevy Chase Trust
197
Chevy Chase Trust
Maryland
$673K +$10K +451 +2%
JG
198
Jain Global
New York
$663K -$839K -37,800 -57%
GWMR
199
GC Wealth Management RIA
Massachusetts
$655K +$275K +12,384 +80%
BA
200
Bridgewater Advisors
New York
$648K +$8.51K +383 +2%