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Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Aprio Wealth Management
Georgia
$689K +$5.77K +89 +0.7%
X
77
Xponance
Pennsylvania
$675K +$236K +3,633 +45%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$675K +$262K +4,044 +52%
BWP
79
BSW Wealth Partners
Colorado
$668K +$38.9K +600 +5%
HWM
80
HB Wealth Management
Georgia
$595K +$168K +2,592 +33%
GI
81
GAMMA Investing
California
$582K +$312K +4,813 +90%
VCM
82
Voleon Capital Management
California
$564K -$577K -8,898 -48%
UCFA
83
United Capital Financial Advisors
Texas
$552K +$209K +3,216 +50%
ACM
84
Aquatic Capital Management
Illinois
$549K +$215K +3,307 +53%
BWA
85
Basecamp Wealth Advisors
Washington
$525K +$61.6K +949 +12%
JF
86
JMN Financial
Ohio
$521K +$12.8K +198 +2%
AFG
87
Atomi Financial Group
New York
$499K -$18.8K -290 -3%
Ameriprise
88
Ameriprise
Minnesota
$472K +$1.49K +23 +0.3%
GT
89
Greenleaf Trust
Michigan
$453K +$45.3K +699 +10%
CAG
90
Crestwood Advisors Group
Massachusetts
$437K +$204K +3,142 +70%
FG
91
Foster Group
Iowa
$427K +$68.4K +1,054 +17%
GA
92
Greenspring Advisors
Maryland
$424K +$66.4K +1,023 +16%
ECM
93
Evergreen Capital Management
Washington
$423K +$28.9K +445 +6%
CP
94
Canopy Partners
Ohio
$418K +$69.9K +1,077 +17%
Osaic Holdings
95
Osaic Holdings
Arizona
$415K +$29.9K +461 +7%
MYIA
96
Mount Yale Investment Advisors
Colorado
$406K +$14.8K +228 +3%
AWM
97
Ariadne Wealth Management
California
$395K
CWM
98
Centurion Wealth Management
Virginia
$393K
EWA
99
EverSource Wealth Advisors
Alabama
$385K -$383K -5,911 -47%
SEI Investments
100
SEI Investments
Pennsylvania
$380K +$98.4K +1,516 +30%