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Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$35K +$17.1K +485 +65%
GWS
52
Glassman Wealth Services
Virginia
$20K -$3.59K -102 -12%
JWM
53
Janiczek Wealth Management
Colorado
$19K -$4.33K -123 -15%
IA
54
IFP Advisors
Florida
$19K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$19K +$4.75K +135 +25%
BTI
56
Blue Trust Inc
Georgia
$16K +$15K +427 New
UB
57
UMB Bank
Missouri
$13K -$1.44K -41 -8%
Osaic Holdings
58
Osaic Holdings
Arizona
$13K +$1.51K +43 +11%
Citigroup
59
Citigroup
New York
$9K
AssetMark Inc
60
AssetMark Inc
California
$6K +$2.74K +78 +55%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$5K -$5.84K -166 -46%
EW
62
Evoke Wealth
California
$5K
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$5K
AF
64
Allworth Financial
California
$5K +$5.84K +166 New
BIA
65
Bell Investment Advisors
California
$5K +$6.23K +177 New
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$4.3K -$5.63K -160 -51%
GRP
67
Global Retirement Partners
California
$4K +$2.67K +76 +141%
JWA
68
JFS Wealth Advisors
Pennsylvania
$3K -$7.95K -226 -66%
FPS
69
Fieldpoint Private Securities
Connecticut
$3K
PCG
70
Private Capital Group
Connecticut
$3K +$3.34K +95 New
SC
71
Schubert & Co
Texas
$3K +$4.04K +115 New
RWM
72
Raffa Wealth Management
District of Columbia
$1.84K
PTC
73
Private Trust Company
Ohio
$1K +$1.34K +38 New
JP Morgan Chase
74
JP Morgan Chase
New York
$1K +$1.41K +40 +800%
FCH
75
Freestone Capital Holdings
Washington
-$435K -11,542 Closed