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Sumitomo Mitsui Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
HB Wealth Management
Georgia
$283K +$89.5K +5,885 +47%
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$282K +$73K +4,799 +36%
BFG
203
Bleakley Financial Group
New Jersey
$281K +$13.8K +909 +5%
SFS
204
Sowell Financial Services
Arkansas
$272K +$39.4K +2,590 +17%
CA
205
Claro Advisors
Massachusetts
$271K +$16.4K +1,079 +7%
BTI
206
Blue Trust Inc
Georgia
$270K +$78.1K +5,137 +42%
WRPWM
207
Werba Rubin Papier Wealth Management
California
$266K -$35.6K -2,340 -12%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$258K +$2.6K +171 +1%
LFA
209
Legacy Financial Advisors
Kentucky
$256K +$59.3K +3,900 +31%
KP
210
Keel Point
Alabama
$252K +$12.6K +829 +5%
MOS
211
MGO One Seven
Ohio
$248K -$6.91K -454 -3%
CAM
212
Cresset Asset Management
Illinois
$240K -$16.8K -1,106 -7%
WFI
213
West Family Investments
California
$237K -$176K -11,575 -43%
AG
214
Ascent Group
Virginia
$235K +$231K +15,205 New
HAG
215
HighPoint Advisor Group
Illinois
$231K +$5.79K +381 +2%
SW
216
SVB Wealth
Massachusetts
$230K -$85.2K -5,603 -27%
TFA
217
Transamerica Financial Advisors
Florida
$228K -$11.4K -747 -5%
CIA
218
Choate Investment Advisors
Massachusetts
$227K +$58.9K +3,875 +36%
CGA
219
Channing Global Advisors
Florida
$227K +$23.5K +1,548 +12%
DWM
220
Dakota Wealth Management
Florida
$226K +$223K +14,638 New
SA
221
Shilanski & Associates
Alaska
$226K -$23.7K -1,557 -10%
KCM
222
Kathmere Capital Management
Pennsylvania
$226K +$222K +14,590 New
BHPW
223
Beverly Hills Private Wealth
California
$225K +$4.41K +290 +2%
SA
224
Sanctuary Advisors
Indiana
$225K -$236K -15,485 -52%
PCS
225
Personal CFO Solutions
New Jersey
$224K -$4.08K -268 -2%