We are live on ! Find out more
WF icon

Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Drive Wealth Management
Utah
$289K +$1.61K +29 +0.6%
NMC
102
Nine Masts Capital
Hong Kong
$286K
SGI
103
Summit Global Investments
Utah
$270K +$256K +4,596 New
GT
104
Glenmede Trust
Pennsylvania
$266K +$252K +4,517 New
BCI
105
Brinker Capital Investments
Pennsylvania
$264K +$23.1K +414 +10%
GI
106
GAMMA Investing
California
$258K +$24.2K +434 +11%
ACM
107
Aquatic Capital Management
Illinois
$257K +$10.6K +191 +5%
UCFA
108
United Capital Financial Advisors
Texas
$235K +$223K +3,998 New
PSP
109
Principal Street Partners
Tennessee
$232K +$16.9K +304 +8%
GRP
110
Global Retirement Partners
California
$225K +$3.51K +63 +2%
IFG
111
Independent Financial Group
California
$218K +$206K +3,707 New
CAG
112
Crestwood Advisors Group
Massachusetts
$210K +$199K +3,564 New
AWA
113
Argos Wealth Advisors
California
$207K +$197K +3,528 New
Geode Capital Management
114
Geode Capital Management
Massachusetts
$204K +$193K +3,470 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$204K +$13.6K +244 +8%
UBS Group
116
UBS Group
Switzerland
$201K -$935K -16,779 -83%
FFA
117
Farther Finance Advisors
California
$189K +$121K +2,175 +210%
HFS
118
Hantz Financial Services
Michigan
$174K -$6.74K -121 -4%
SAM
119
Smartleaf Asset Management
Massachusetts
$113K +$9.25K +166 +9%
AF
120
Allworth Financial
California
$99.5K +$10.4K +187 +12%
W
121
WealthCollab
Washington
$75.5K
TPCW
122
TD Private Client Wealth
New York
$74.2K +$8.97K +161 +15%
Osaic Holdings
123
Osaic Holdings
Arizona
$73.7K -$54.5K -978 -44%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$73K -$11.4K -204 -14%
UBS AM
125
UBS AM
Illinois
$72K +$68.2K +1,225 New