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Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$705K +$180K +2,680 +34%
HighTower Advisors
77
HighTower Advisors
Illinois
$644K +$212K +3,153 +48%
WFI
78
West Family Investments
California
$612K -$578K -8,584 -48%
AFG
79
Atomi Financial Group
New York
$598K +$54.5K +809 +10%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$594K +$26.5K +394 +5%
JF
81
JMN Financial
Ohio
$591K -$50.8K -754 -8%
AWA
82
Aaron Wealth Advisors
Illinois
$582K +$222K +3,291 +60%
BWA
83
Basecamp Wealth Advisors
Washington
$546K +$471 +7 +0.1%
Ameriprise
84
Ameriprise
Minnesota
$546K +$45K +669 +9%
QC
85
Quadrature Capital
United Kingdom
$542K +$548K +8,136 New
X
86
Xponance
Pennsylvania
$542K +$157K +2,338 +40%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$531K +$520K +7,720 New
HWM
88
HB Wealth Management
Georgia
$517K +$104K +1,550 +25%
GT
89
Greenleaf Trust
Michigan
$479K +$5.66K +84 +1%
AWM
90
Ariadne Wealth Management
California
$469K -$8.01K -119 -2%
ECM
91
Evergreen Capital Management
Washington
$461K +$9.16K +136 +2%
FAFN
92
First Affirmative Financial Network
Colorado
$461K +$466K +6,916 New
MYIA
93
Mount Yale Investment Advisors
Colorado
$457K +$461K +6,851 New
CWM
94
Centurion Wealth Management
Virginia
$456K -$33.7K -500 -7%
Osaic Holdings
95
Osaic Holdings
Arizona
$451K +$372K +5,523 +441%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$435K -$156K -2,312 -26%
Franklin Resources
97
Franklin Resources
California
$434K +$673 +10 +0.2%
SGA
98
Strategic Global Advisors
California
$427K
UCFA
99
United Capital Financial Advisors
Texas
$426K +$162K +2,406 +60%
FG
100
Foster Group
Iowa
$425K +$12.5K +186 +3%