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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AHL
176
Abel Hall LLC
Louisiana
$689K +$123K +5,873 +20%
CWM
177
Cordatus Wealth Management
Pennsylvania
$688K +$2.52K +120 +0.3%
GCM
178
Gallacher Capital Management
Colorado
$684K +$4.77K +227 +0.7%
SRC
179
Sage Rhino Capital
California
$671K -$3.02K -144 -0.4%
FLPIM
180
F.L. Putnam Investment Management
Massachusetts
$665K +$77.9K +3,708 +12%
PWPS
181
Pinnacle Wealth Planning Services
Ohio
$658K -$82.6K -3,932 -11%
Lido Advisors
182
Lido Advisors
California
$652K +$154K +7,345 +29%
EWA
183
EverSource Wealth Advisors
Alabama
$648K +$41.4K +1,972 +6%
WHG
184
Westwood Holdings Group
Texas
$648K
MG
185
Mather Group
Illinois
$645K
Pzena Investment Management
186
Pzena Investment Management
New York
$643K +$85.6K +4,075 +14%
TAFW
187
Tred Avon Family Wealth
Maryland
$626K -$118K -5,639 -15%
Lazard Asset Management
188
Lazard Asset Management
New York
$624K -$5.36K -255 -0.8%
NW
189
NewEdge Wealth
Pennsylvania
$593K -$129K -6,131 -17%
SWP
190
Sagespring Wealth Partners
Tennessee
$586K +$25.8K +1,227 +4%
BPA
191
Beacon Pointe Advisors
California
$585K +$402K +19,155 +183%
PSP
192
Principal Street Partners
Tennessee
$582K
JFG
193
Jefferies Financial Group
New York
$580K +$177K +8,408 +40%
SC
194
Savant Capital
Illinois
$580K +$119K +5,642 +24%
MFG
195
Merit Financial Group
Georgia
$574K +$50.8K +2,418 +9%
AC
196
AXQ Capital
New Jersey
$571K +$608K +28,928 New
BA
197
Bridgewater Advisors
New York
$564K +$13K +618 +3%
LP
198
LMR Partners
United Kingdom
$563K +$599K +28,506 New
GWP
199
Gateway Wealth Partners
Wisconsin
$563K +$599K +28,492 New
Chevy Chase Trust
200
Chevy Chase Trust
Maryland
$555K -$16.5K -787 -3%