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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Claro Advisors
Massachusetts
$212K -$1.2K -91 -0.5%
WPC
202
Wedmont Private Capital
Pennsylvania
$209K +$17.3K +1,312 +9%
KAS
203
Kestra Advisory Services
Texas
$208K -$639K -48,391 -75%
CCG
204
Catalina Capital Group
California
$205K -$2.88K -218 -1%
DAS
205
Diversify Advisory Services
Utah
$204K -$57.7K -4,368 -21%
CCM
206
Causeway Capital Management
California
$204K -$32.6K -2,467 -13%
VFA
207
Valeo Financial Advisors
Indiana
$201K +$9.72K +736 +5%
HAG
208
HighPoint Advisor Group
Illinois
$201K +$24.5K +1,853 +13%
SF
209
Synovus Financial
Georgia
$199K +$208K +15,754 New
IC
210
Iconiq Capital
California
$196K +$205K +15,502 New
NRC
211
New Republic Capital
North Carolina
$194K -$44.2K -3,348 -18%
GC
212
Guggenheim Capital
Illinois
$194K -$330K -25,014 -62%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$193K -$325K -24,591 -62%
AWM
214
Apollon Wealth Management
South Carolina
$193K -$8.11K -614 -4%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$189K -$57.9K -4,382 -23%
CCM
216
Coldstream Capital Management
Washington
$189K +$197K +14,925 New
PCS
217
Personal CFO Solutions
New Jersey
$188K +$10.9K +825 +6%
BHPW
218
Beverly Hills Private Wealth
California
$185K -$50.8K -3,845 -21%
OL
219
Optas LLC
Texas
$180K +$188K +14,249 New
TRCT
220
Tower Research Capital (TRC)
New York
$180K +$59.8K +4,530 +47%
State Street
221
State Street
Massachusetts
$176K
CH
222
Cromwell Holdings
Wyoming
$175K
ACC
223
Acorn Creek Capital
Colorado
$170K +$2.54K +192 +1%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$170K +$21.5K +1,628 +14%
WI
225
WrapManager Inc
California
$169K -$28.1K -2,127 -14%