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Sumitomo Mitsui Financial
SMFG

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
201
Burns Matteson Capital Management
New York
$644K +$6.49K +292 +1%
SCM
202
Shelton Capital Management
Colorado
$640K +$21.5K +968 +4%
TW
203
Traveka Wealth
California
$628K -$2.13K -96 -0.4%
IWC
204
Integrated Wealth Concepts
Massachusetts
$619K +$32.7K +1,474 +6%
CGA
205
Channing Global Advisors
Florida
$602K +$197K +8,850 +53%
TPI
206
Trust Point Inc
Wisconsin
$600K +$29.5K +1,328 +6%
ET
207
Entropy Technologies
New York
$597K -$28.1K -1,264 -5%
FTUS
208
Flow Traders U.S.
New York
$590K +$555K +25,010 New
FMI
209
Frec Markets Inc
California
$579K +$89.3K +4,023 +20%
MOS
210
MGO One Seven
Ohio
$578K +$544K +24,507 New
FOA
211
Five Oceans Advisors
California
$575K – – –
EPW
212
Evolve Private Wealth
California
$564K +$50.1K +2,257 +10%
DWM
213
Drive Wealth Management
Utah
$561K +$38.6K +1,739 +8%
EC
214
EntryPoint Capital
New York
$558K +$248K +11,159 +89%
EWA
215
EP Wealth Advisors
California
$548K +$95.6K +4,303 +23%
SI
216
Seeds Investor
New York
$546K +$7.51K +338 +1%
EGM
217
Engineers Gate Manager
New York
$531K +$501K +22,540 New
AWM
218
Aprio Wealth Management
Georgia
$524K +$62.6K +2,820 +15%
NWAG
219
Net Worth Advisory Group
Utah
$524K -$14K -630 -3%
VFA
220
Valeo Financial Advisors
Indiana
$523K +$96K +4,323 +24%
5NPW
221
55 North Private Wealth
Florida
$513K +$211K +9,495 +77%
BWA
222
Basecamp Wealth Advisors
Washington
$511K – – –
WFI
223
West Family Investments
California
$500K +$65.3K +2,941 +16%
JSAM
224
J. Safra Asset Management
New York
$488K +$27.4K +1,236 +6%
7WCP
225
71 West Capital Partners
Massachusetts
$481K +$177K +7,986 +64%
7 8
9
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