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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
176
Prime Capital Investment Advisors
Kansas
$300K -$3.82K -278 -1%
SCP
177
Sivia Capital Partners
California
$298K -$9.46K -689 -3%
SW
178
SVB Wealth
Massachusetts
$297K +$282K +20,494 New
CCM
179
Coldstream Capital Management
Washington
$294K +$73.8K +5,371 +36%
KeyBank National Association
180
KeyBank National Association
Ohio
$290K -$5.85K -426 -2%
GRP
181
Global Retirement Partners
California
$289K +$153K +11,166 +127%
SMA
182
Sage Mountain Advisors
Georgia
$287K +$20.4K +1,485 +8%
GIC
183
Generali Investments CEE
Czech Republic
$287K +$272K +19,800 New
SC
184
Savant Capital
Illinois
$287K +$121K +8,778 +80%
Pzena Investment Management
185
Pzena Investment Management
New York
$284K +$13.8K +1,004 +5%
WRPWM
186
Werba Rubin Papier Wealth Management
California
$283K -$20.9K -1,520 -7%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$282K -$337K -24,525 -56%
LC
188
Lindbrook Capital
California
$280K +$13K +948 +5%
GC
189
Guggenheim Capital
Illinois
$277K +$51.5K +3,746 +24%
BWP
190
BSW Wealth Partners
Colorado
$273K +$16.1K +1,170 +7%
AssetMark Inc
191
AssetMark Inc
California
$272K +$137K +10,003 +114%
Lido Advisors
192
Lido Advisors
California
$269K +$20.3K +1,480 +9%
JFG
193
Jefferies Financial Group
New York
$265K +$17.7K +1,290 +8%
CCG
194
Catalina Capital Group
California
$255K +$18.6K +1,356 +8%
SC
195
Syon Capital
California
$253K +$85.3K +6,207 +55%
BFG
196
Bleakley Financial Group
New Jersey
$250K -$2.51K -183 -1%
Verition Fund Management
197
Verition Fund Management
Connecticut
$243K +$230K +16,738 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$240K -$5.69K -414 -2%
MOS
199
MGO One Seven
Ohio
$239K +$73.5K +5,352 +48%
CA
200
Claro Advisors
Massachusetts
$238K -$4.35K -317 -2%