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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
176
Fieldpoint Private Securities
Connecticut
$89K +$819 +115 +0.8%
MCM
177
MAI Capital Management
Ohio
$88K -$3.33K -467 -3%
BPA
178
Beacon Pointe Advisors
California
$88K +$5.64K +792 +6%
TFCP
179
Twin Focus Capital Partners
Massachusetts
$85K +$4.91K +689 +5%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$85K +$46.1K +6,466 +91%
BOH
181
Bank of Hawaii
Hawaii
$83K +$94.6K +13,274 New
LF
182
Lantz Financial
Illinois
$82K +$92.8K +13,028 New
FIM
183
Freedom Investment Management
Connecticut
$82K +$93.1K +13,074 New
KP
184
Keel Point
Alabama
$78K -$7.54K -1,058 -8%
OL
185
Optas LLC
Texas
$78K +$4.38K +615 +5%
IC
186
Intersect Capital
California
$76K -$40.4K -5,668 -32%
QT
187
Quantbot Technologies
New York
$75K +$43.1K +6,044 +101%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$73K -$9.7K -1,361 -11%
EVM
189
Evelyn V. Moreno
$73K +$82.5K +11,577 New
SCA
190
Snowden Capital Advisors
New York
$71K +$69.5K +9,761 +595%
PGFC
191
Peapack-Gladstone Financial Corp
New Jersey
$70K +$3.47K +487 +5%
KMWM
192
Keudell/Morrison Wealth Management
Oregon
$69K +$78K +10,952 New
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$66K +$5.55K +779 +8%
MF
194
Manchester Financial
California
$65K
MHR
195
Matthew Hamilton Rosenberg
$65K
PCG
196
Private Capital Group
Connecticut
$61K -$19.9K -2,795 -22%
Bessemer Group
197
Bessemer Group
New Jersey
$49K -$10.4K -1,463 -16%
UB
198
UMB Bank
Missouri
$49K -$7 -1 -0%
AssetMark Inc
199
AssetMark Inc
California
$46K +$24.3K +3,411 +85%
JWM
200
Janiczek Wealth Management
Colorado
$44K