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Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
76
Basecamp Wealth Advisors
Washington
$482K +$456K +8,195 New
AFG
77
Atomi Financial Group
New York
$481K +$21.8K +392 +5%
VWM
78
Venturi Wealth Management
Texas
$465K +$187K +3,350 +74%
Ameriprise
79
Ameriprise
Minnesota
$442K +$3.96K +71 +1%
CWM
80
Centurion Wealth Management
Virginia
$432K
GT
81
Greenleaf Trust
Michigan
$418K
EWA
82
EverSource Wealth Advisors
Alabama
$405K -$15.4K -276 -4%
ECM
83
Evergreen Capital Management
Washington
$399K +$27.2K +489 +8%
MPM
84
Meritage Portfolio Management
Kansas
$391K -$4.88M -87,561 -93%
HighTower Advisors
85
HighTower Advisors
Illinois
$383K -$8.3K -149 -2%
Franklin Resources
86
Franklin Resources
California
$383K +$167 +3 +0%
SGA
87
Strategic Global Advisors
California
$377K -$3.9K -70 -1%
HWM
88
HB Wealth Management
Georgia
$366K +$48.6K +872 +16%
GA
89
Greenspring Advisors
Maryland
$365K +$345K +6,202 New
FG
90
Foster Group
Iowa
$364K
CP
91
Canopy Partners
Ohio
$362K
X
92
Xponance
Pennsylvania
$341K +$45.6K +819 +16%
BIG
93
Brooklyn Investment Group
New York
$332K +$314K +5,629 New
TCM
94
Tuttle Capital Management
Connecticut
$327K +$310K +5,570 New
AWA
95
Aaron Wealth Advisors
Illinois
$320K +$18.5K +333 +7%
Marshall Wace
96
Marshall Wace
United Kingdom
$315K +$298K +5,356 New
PA
97
Profund Advisors
Maryland
$312K -$23.3K -418 -7%
SC
98
Syon Capital
California
$304K +$288K +5,172 New
PWPS
99
Pinnacle Wealth Planning Services
Ohio
$296K -$1.34K -24 -0.5%
AAP
100
Arax Advisory Partners
Colorado
$294K +$72.7K +1,305 +35%