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Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$437K +$234K +6,467 +126%
FCH
27
Freestone Capital Holdings
Washington
$435K +$417K +11,542 New
SAM
28
Sabadell Asset Management
Spain
$426K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$416K -$5.86K -162 -1%
CG
30
Caprock Group
Idaho
$402K +$2.35K +65 +0.6%
QCG
31
Quadrant Capital Group
Ohio
$390K +$33.2K +919 +10%
CGH
32
Crossmark Global Holdings
Texas
$376K +$362K +10,004 New
RJA
33
Raymond James & Associates
Florida
$363K +$349K +9,647 New
Ameriprise
34
Ameriprise
Minnesota
$322K -$12.7K -352 -4%
Franklin Resources
35
Franklin Resources
California
$288K +$3.47K +96 +1%
PWPS
36
Pinnacle Wealth Planning Services
Ohio
$265K +$18.1K +501 +8%
BL
37
Balentine LLC
Georgia
$246K +$236K +6,536 New
LWAM
38
Legacy Wealth Asset Management
Minnesota
$229K +$219K +6,071 New
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$214K +$206K +5,694 New
BP
40
Ballentine Partners
Massachusetts
$210K +$201K +5,570 New
PA
41
Parallel Advisors
California
$179K +$4.81K +133 +3%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$158K
LC
43
Lindbrook Capital
California
$143K -$5.71K -158 -4%
UBS Group
44
UBS Group
Switzerland
$119K +$13K +359 +13%
AWA
45
Aaron Wealth Advisors
Illinois
$79K +$75.8K +2,097 New
GWS
46
Glassman Wealth Services
Virginia
$31K +$1.41K +39 +5%
JWM
47
Janiczek Wealth Management
Colorado
$30K
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$28K +$27.1K +750 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$26K +$759 +21 +3%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$20K +$12.1K +334 +165%