We are live on ! Find out more
WF icon

Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$766K +$137K +4,773 +23%
Mariner
27
Mariner
Kansas
$742K +$129K +4,468 +22%
Corient Private Wealth
28
Corient Private Wealth
Florida
$710K -$46.9K -1,629 -6%
SFA
29
Sequoia Financial Advisors
Ohio
$703K +$45K +1,565 +7%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$641K +$252K +8,757 +70%
BP
31
Ballentine Partners
Massachusetts
$641K +$111K +3,843 +22%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$589K +$560K +19,482 New
SGA
33
Strategic Global Advisors
California
$555K -$52K -1,808 -9%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$524K +$11.9K +415 +2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$486K +$34.9K +1,213 +8%
HJIM
36
Henry James International Management
New York
$480K
CG
37
Caprock Group
Idaho
$461K +$54.6K +1,899 +14%
PWPS
38
Pinnacle Wealth Planning Services
Ohio
$441K -$115 -4 -0%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$428K +$408K +14,181 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$409K +$55.9K +1,943 +17%
SIA
41
Schechter Investment Advisors
Michigan
$408K +$388K +13,504 New
BMSSC
42
B. Metzler seel. Sohn & Co
Germany
$400K +$381K +13,250 New
CAM
43
Cresset Asset Management
Illinois
$397K -$4.34K -151 -1%
QCM
44
QRG Capital Management
Illinois
$389K +$60.1K +2,091 +19%
QCM
45
Quantinno Capital Management
New York
$382K +$77.3K +2,688 +27%
CGH
46
Crossmark Global Holdings
Texas
$351K +$2.19K +76 +0.7%
PP
47
PDS Planning
Ohio
$350K +$5.87K +204 +2%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$338K +$777 +27 +0.2%
SSA
49
Schonfeld Strategic Advisors
New York
$332K +$316K +11,000 New
PA
50
Parallel Advisors
California
$315K +$49.3K +1,713 +20%