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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
176
Private Advisor Group
New Jersey
$309K +$24.3K +2,003 +10%
FOA
177
Five Oceans Advisors
California
$307K +$36.5K +3,010 +15%
EL
178
EWA LLC
Pennsylvania
$304K +$291 +24 +0.1%
Pzena Investment Management
179
Pzena Investment Management
New York
$296K -$8.27K -683 -3%
SCP
180
Sivia Capital Partners
California
$293K +$2.67K +220 +1%
DAS
181
Diversify Advisory Services
Utah
$281K -$406K -33,501 -62%
BWP
182
BSW Wealth Partners
Colorado
$280K +$34.2K +2,820 +16%
DWM
183
Drive Wealth Management
Utah
$279K +$5.11K +422 +2%
SI
184
Seeds Investor
New York
$278K +$31.6K +2,607 +14%
PCIA
185
Prime Capital Investment Advisors
Kansas
$277K -$2.33K -192 -0.9%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$271K +$11.7K +963 +5%
KeyBank National Association
187
KeyBank National Association
Ohio
$271K +$45.6K +3,766 +23%
WRPWM
188
Werba Rubin Papier Wealth Management
California
$269K -$11.8K -976 -5%
Barclays
189
Barclays
United Kingdom
$268K
RJFSA
190
Raymond James Financial Services Advisors
Florida
$259K -$51.1K -4,222 -18%
FAFN
191
First Affirmative Financial Network
Colorado
$258K +$28.1K +2,321 +14%
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$258K -$26.1K -2,157 -10%
AAS
193
Avantax Advisory Services
Texas
$257K +$232K +19,129 New
NRC
194
New Republic Capital
North Carolina
$251K +$9.77K +807 +5%
CCM
195
Causeway Capital Management
California
$249K -$21.5K -1,775 -9%
BHPW
196
Beverly Hills Private Wealth
California
$248K +$1.31K +108 +0.6%
SMA
197
Sage Mountain Advisors
Georgia
$245K +$221K +18,277 New
LC
198
Lindbrook Capital
California
$241K +$7.28K +601 +3%
CAG
199
Csenge Advisory Group
Florida
$239K +$7.22K +596 +3%
SA
200
Shilanski & Associates
Alaska
$232K -$2.33K -192 -1%