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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IC
176
IEQ Capital
California
$127K +$38.1K +4,612 +45%
NP
177
Nilsine Partners
Colorado
$125K +$121K +14,591 New
FA
178
FDx Advisors
Illinois
$123K -$55.6K -6,725 -32%
State Street
179
State Street
Massachusetts
$122K -$74.1K -8,963 -39%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$120K +$19.1K +2,306 +20%
HIA
181
Harbor Investment Advisory
Maryland
$117K
KeyBank National Association
182
KeyBank National Association
Ohio
$117K +$3.93K +476 +4%
HNB
183
Huntington National Bank
Ohio
$116K +$2.6K +315 +2%
LC
184
Lindbrook Capital
California
$112K -$3.96K -479 -4%
Citigroup
185
Citigroup
New York
$112K +$2.34K +283 +2%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$111K +$21.7K +2,628 +26%
IWP
187
Icon Wealth Partners
Texas
$107K
Neuberger Berman Group
188
Neuberger Berman Group
New York
$107K +$15.3K +1,847 +17%
PFO
189
Pathstone Family Office
New Jersey
$106K +$11.2K +1,353 +13%
Balyasny Asset Management
190
Balyasny Asset Management
Illinois
$102K -$2.96K -358 -3%
BPA
191
Beacon Pointe Advisors
California
$99.3K -$2.7K -327 -3%
KP
192
Keel Point
Alabama
$99.1K -$22.5K -2,720 -19%
AAS
193
Avantax Advisory Services
Texas
$98.9K -$843 -102 -0.9%
II
194
Inspire Investing
Idaho
$98.3K +$2.2K +266 +2%
FCH
195
Freestone Capital Holdings
Washington
$96.5K -$13.4K -1,626 -13%
FAFN
196
First Affirmative Financial Network
Colorado
$96.5K +$92.7K +11,220 New
AC
197
AXQ Capital
New Jersey
$93.4K +$89.7K +10,856 New
BSW
198
Buckingham Strategic Wealth
Missouri
$87.7K +$84.3K +10,198 New
SCA
199
Snowden Capital Advisors
New York
$87.2K -$231 -28 -0.3%
SMA
200
Seven Mile Advisory
New Jersey
$86.1K +$82.8K +10,017 New