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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
176
Clarius Group LLC
Washington
$133K +$21.3K +2,512 +18%
VAS
177
Vestmark Advisory Solutions
Massachusetts
$124K -$75.8K -8,957 -37%
KP
178
Keel Point
Alabama
$114K +$1.25K +148 +1%
HIA
179
Harbor Investment Advisory
Maryland
$109K -$68.5K -8,090 -37%
Prudential Financial
180
Prudential Financial
New Jersey
$109K +$18.2K +2,152 +19%
DWM
181
Drive Wealth Management
Utah
$109K -$3.63K -429 -3%
LC
182
Lindbrook Capital
California
$108K -$15.3K -1,806 -12%
HNB
183
Huntington National Bank
Ohio
$105K -$52.1K -6,155 -32%
KeyBank National Association
184
KeyBank National Association
Ohio
$105K -$20.2K -2,391 -15%
FCH
185
Freestone Capital Holdings
Washington
$103K +$1.99K +235 +2%
TFCP
186
Twin Focus Capital Partners
Massachusetts
$103K
Citigroup
187
Citigroup
New York
$102K +$9.73K +1,150 +10%
P
188
Pitcairn
Pennsylvania
$102K +$107K +12,702 New
IWP
189
Icon Wealth Partners
Texas
$99.7K +$105K +12,463 New
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
$97.6K -$27.5K -3,254 -21%
BPA
191
Beacon Pointe Advisors
California
$95K +$101K +11,879 New
CC
192
Centiva Capital
New York
$93.3K +$98.7K +11,659 New
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$93K -$2.38K -281 -2%
AAS
194
Avantax Advisory Services
Texas
$92.8K +$98.2K +11,605 New
EGM
195
Engineers Gate Manager
New York
$91.7K -$3.5K -413 -3%
BTI
196
Blue Trust Inc
Georgia
$91K -$43.3K -5,117 -31%
II
197
Inspire Investing
Idaho
$89.3K -$30.1K -3,553 -24%
PFO
198
Pathstone Family Office
New Jersey
$86K -$433K -51,136 -83%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$84.6K +$89.5K +10,576 New
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$82K -$3.22K -381 -4%