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Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
101
TD Private Client Wealth
New York
$9.06K +$172 +5 +2%
AT
102
Arlington Trust
Alabama
$6.84K
VWM
103
Venturi Wealth Management
Texas
$6.19K -$69.1K -2,005 -91%
AA
104
Ancora Advisors
Ohio
$4.69K
PS
105
Principal Securities
Iowa
$4K -$2.96K -86 -40%
Wells Fargo
106
Wells Fargo
California
$3.22K +$3.55K +103 New
CYG
107
Clean Yield Group
Vermont
$3.13K
WSFS
108
Wilmington Savings Fund Society
Delaware
$3.03K
PTC
109
Private Trust Company
Ohio
$2.97K
PWA
110
Physician Wealth Advisors
Utah
$2.63K +$2.9K +84 New
SWM
111
Spire Wealth Management
Virginia
$2.34K
IA
112
IFP Advisors
Florida
$2.25K
HWP
113
Highline Wealth Partners
California
$2.22K -$552 -16 -18%
NC
114
NewSquare Capital
Pennsylvania
$2.22K +$2.45K +71 New
RWM
115
Raffa Wealth Management
District of Columbia
$2.03K
FFA
116
Farther Finance Advisors
California
$1.5K -$758 -22 -31%
AWM
117
Abound Wealth Management
Tennessee
$1.5K -$207 -6 -11%
GFL
118
Granite FO LLC
New Hampshire
$1.34K
RS
119
R Squared
Hong Kong
$938 +$1.03K +30 New
Jones Financial Companies
120
Jones Financial Companies
Missouri
$438 +$483 +14 New
FHA
121
First Horizon Advisors
Tennessee
$437
CAS
122
Coppell Advisory Solutions
Texas
$312
BIG
123
Brooklyn Investment Group
New York
$32 +$34 +1 New
FTDI
124
First Trust Direct Indexing
Massachusetts
-$1.04M -29,210 Closed
SGI
125
Summit Global Investments
Utah
-$967K -27,077 Closed