We are live on ! Find out more
WF icon

Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
PDS Planning
Ohio
$394K +$9.98K +319 +3%
BA
52
Bridgewater Advisors
New York
$387K +$370K +11,835 New
WFI
53
West Family Investments
California
$382K
DCM
54
DGS Capital Management
New Jersey
$364K -$109K -3,493 -24%
PA
55
Parallel Advisors
California
$359K -$40.5K -1,294 -10%
BTI
56
Blue Trust Inc
Georgia
$352K +$285K +9,118 +525%
CHP
57
Cable Hill Partners
Oregon
$339K +$331K +10,581 New
EWA
58
EverSource Wealth Advisors
Alabama
$339K +$20.8K +666 +7%
MMA
59
Miracle Mile Advisors
California
$329K
SCP
60
Sivia Capital Partners
California
$320K +$1.38K +44 +0.4%
LPL Financial
61
LPL Financial
California
$295K +$66.9K +2,138 +30%
BWP
62
BSW Wealth Partners
Colorado
$294K +$63 +2 +0%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$251K -$23K -734 -9%
Ameriprise
64
Ameriprise
Minnesota
$245K +$2.31K +74 +1%
SSA
65
Schonfeld Strategic Advisors
New York
$227K -$103K -3,300 -32%
Geode Capital Management
66
Geode Capital Management
Massachusetts
$227K -$52.1K -1,667 -19%
GT
67
Greenleaf Trust
Michigan
$224K -$563 -18 -0.3%
SGA
68
Strategic Global Advisors
California
$220K
AI
69
Atria Investments
North Carolina
$215K +$210K +6,715 New
Citigroup
70
Citigroup
New York
$213K +$68.3K +2,183 +49%
LC
71
Lindbrook Capital
California
$195K +$6.04K +193 +3%
EC
72
EntryPoint Capital
New York
$139K +$135K +4,324 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$132K +$7.51K +240 +6%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$114K
AWM
75
Avior Wealth Management
Nebraska
$112K