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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Cresset Asset Management
Illinois
$238K -$2.27M -165,492 -91%
EWA
202
EverSource Wealth Advisors
Alabama
$236K +$193K +14,016 +609%
AWM
203
Apollon Wealth Management
South Carolina
$236K +$13.9K +1,015 +7%
SA
204
Shilanski & Associates
Alaska
$235K -$11.8K -858 -5%
VFA
205
Valeo Financial Advisors
Indiana
$231K +$179 +13 +0.1%
WPC
206
Wedmont Private Capital
Pennsylvania
$231K +$3.06K +223 +1%
HAG
207
HighPoint Advisor Group
Illinois
$231K +$1.52K +111 +0.7%
DAS
208
Diversify Advisory Services
Utah
$230K +$2.71K +197 +1%
TFA
209
Transamerica Financial Advisors
Florida
$225K +$39.8K +2,897 +23%
KP
210
Keel Point
Alabama
$224K -$18.3K -1,330 -8%
SFS
211
Sowell Financial Services
Arkansas
$218K +$206K +15,015 New
PCS
212
Personal CFO Solutions
New Jersey
$214K -$1.85K -135 -0.9%
SWP
213
Sagespring Wealth Partners
Tennessee
$214K +$202K +14,741 New
WI
214
WrapManager Inc
California
$212K +$16.3K +1,190 +9%
AWM
215
Aprio Wealth Management
Georgia
$207K +$33.8K +2,461 +21%
BHPW
216
Beverly Hills Private Wealth
California
$206K -$5.3K -386 -3%
WIA
217
World Investment Advisors
California
$205K +$42.4K +3,090 +28%
State Street
218
State Street
Massachusetts
$202K
CH
219
Cromwell Holdings
Wyoming
$201K
AWS
220
Atria Wealth Solutions
New York
$199K +$188K +13,710 New
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$198K +$2.64K +192 +1%
ACC
222
Acorn Creek Capital
Colorado
$195K +$55 +4 +0%
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$195K +$27.9K +2,033 +18%
NRC
224
New Republic Capital
North Carolina
$195K -$26.4K -1,922 -13%
CCM
225
Causeway Capital Management
California
$193K -$38.1K -2,771 -17%