Sumitomo Mitsui ADR
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 36,732 | 75,546 | +38,814 | 0.14 | 0.22 | +0.08 | buy |
| Gradient Investments LLC | 236,764 | 251,341 | +14,577 | 0.07 | 0.08 | +0.01 | buy |
| GC Wealth Management RIA, LLC | 15,409 | 27,793 | +12,384 | 0.01 | 0.04 | +0.03 | buy |
| Aaron Wealth Advisors LLC | 91,510 | 101,462 | +9,952 | 0.10 | 0.12 | +0.02 | buy |
| Venturi Wealth Management, LLC | 36,642 | 41,855 | +5,213 | 0.03 | 0.04 | +0.01 | buy |
| BTC Capital Management, Inc. | 122,559 | 127,667 | +5,108 | 0.16 | 0.18 | +0.02 | buy |
| Gilman Hill Asset Management, LLC | 206,809 | 211,570 | +4,761 | 0.62 | 0.68 | +0.07 | buy |
| RIVERSEDGE ADVISORS, LLC | 10,489 | 14,936 | +4,447 | 0.03 | 0.05 | +0.01 | buy |
| Valeo Financial Advisors, LLC | 17,870 | 22,193 | +4,323 | 0.01 | 0.01 | +0.00 | buy |
| Aprio Wealth Management, LLC | 19,394 | 22,214 | +2,820 | 0.02 | 0.03 | +0.00 | buy |
| Redhawk Wealth Advisors, Inc. | 70,708 | 73,281 | +2,573 | 0.15 | 0.17 | +0.02 | buy |
| DRIVE WEALTH MANAGEMENT, LLC | 21,775 | 23,514 | +1,739 | 0.09 | 0.10 | +0.01 | buy |
| Abel Hall, LLC | 34,886 | 36,491 | +1,605 | 0.15 | 0.15 | +0.00 | buy |
| Trust Point Inc. | 24,109 | 25,437 | +1,328 | 0.04 | 0.05 | +0.01 | buy |
| Canopy Partners, LLC | 13,657 | 14,626 | +969 | 0.09 | 0.10 | +0.01 | buy |
| Optas, LLC | 18,566 | 19,385 | +819 | 0.06 | 0.06 | +0.01 | buy |
| Intergy Private Wealth, LLC | 12,633 | 13,304 | +671 | 0.07 | 0.07 | -0.00 | buy |
| Burns Matteson Capital Management, LLC | 27,018 | 27,310 | +292 | 0.21 | 0.20 | -0.00 | buy |
| JNBA Financial Advisors | 92 | 361 | +269 | 0.00 | 0.00 | +0.00 | buy |
| Retirement Wealth Solutions LLC | 255 | 313 | +58 | 0.00 | 0.00 | +0.00 | buy |
| Legacy Wealth Asset Management, LLC | 41,187 | 41,147 | -40 | 0.20 | 0.21 | +0.02 | sell |
| Traveka Wealth, LLC | 26,726 | 26,630 | -96 | 0.20 | 0.21 | +0.01 | sell |
| BSW Wealth Partners | 14,175 | 13,993 | -182 | 0.03 | 0.04 | +0.00 | sell |
| Brucke Financial, Inc. | 11,547 | 11,215 | -332 | 0.12 | 0.12 | +0.00 | sell |
| Net Worth Advisory Group | 22,843 | 22,213 | -630 | 0.09 | 0.13 | +0.04 | sell |
| EWA, LLC | 21,728 | 20,065 | -1,663 | 0.10 | 0.09 | -0.01 | sell |
| AUGUSTINE ASSET MANAGEMENT INC | 264,238 | 262,517 | -1,721 | 1.18 | 1.25 | +0.08 | sell |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1,711,455 | 1,709,700 | -1,755 | 0.46 | 0.49 | +0.03 | sell |
| Wedmont Private Capital | 14,222 | 12,111 | -2,111 | 0.01 | 0.01 | -0.00 | sell |
| GREENLEAF TRUST | 136,337 | 131,754 | -4,583 | 0.03 | 0.03 | +0.00 | sell |
| ANDERSON HOAGLAND & CO | 725,248 | 717,018 | -8,230 | 1.23 | 1.33 | +0.09 | sell |
| Generali Investments CEE, investicni spolecnost, a.s. | 19,800 | 10,009 | -9,791 | 0.02 | 0.01 | -0.01 | sell |
| Gallacher Capital Management LLC | 34,644 | 19,713 | -14,931 | 0.26 | 0.26 | -0.00 | sell |
| Abacus Wealth Partners, LLC | 61,630 | 18,878 | -42,752 | 0.11 | 0.05 | -0.06 | sell |