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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$153K +$154K +15,848 New
PCS
202
Personal CFO Solutions
New Jersey
$152K +$152K +15,669 New
FAFN
203
First Affirmative Financial Network
Colorado
$150K +$8.66K +893 +6%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$149K -$80.3K -8,282 -35%
BTI
205
Blue Trust Inc
Georgia
$147K +$57.4K +5,918 +66%
VFA
206
Valeo Financial Advisors
Indiana
$146K -$19.3K -1,992 -12%
EGM
207
Engineers Gate Manager
New York
$145K +$145K +15,005 New
AWM
208
Apollon Wealth Management
South Carolina
$143K +$144K +14,819 New
TPI
209
Trust Point Inc
Wisconsin
$142K +$142K +14,675 New
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$142K -$144K -14,855 -50%
HAG
211
HighPoint Advisor Group
Illinois
$141K +$116K +11,924 New
KeyBank National Association
212
KeyBank National Association
Ohio
$140K -$9.13K -942 -6%
CC
213
Callan Capital
California
$138K +$138K +14,240 New
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$136K +$271 +28 +0.2%
State Street
215
State Street
Massachusetts
$135K
VI
216
VanderPol Investments
Michigan
$129K +$129K +13,342 New
ACC
217
Acorn Creek Capital
Colorado
$129K +$129K +13,292 New
WPC
218
Wedmont Private Capital
Pennsylvania
$126K +$24.4K +2,517 +25%
BCM
219
Barometer Capital Management
Ontario, Canada
$123K +$123K +12,700 New
GM
220
GeoWealth Management
Illinois
$115K +$116K +11,916 New
KP
221
Keel Point
Alabama
$115K +$10.1K +1,042 +10%
STA
222
Summit Trail Advisors
New York
$114K +$115K +11,819 New
FLPIM
223
F.L. Putnam Investment Management
Massachusetts
$108K +$108K +11,175 New
GWMR
224
GC Wealth Management RIA
Massachusetts
$108K +$108K +11,161 New
GI
225
GAMMA Investing
California
$105K +$98.5K +10,157 New