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Woori Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Angeles Wealth Management
126
Angeles Wealth Management
California
$240K +$272K +4,189 New
OIS
127
OneAscent Investment Solutions
Alabama
$239K +$270K +4,158 New
Blue Trust Inc
128
Blue Trust Inc
Georgia
$238K -$604K -9,314 -69%
Farther Finance Advisors
129
Farther Finance Advisors
California
$236K +$41.2K +635 +18%
EFSCE
130
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$51.6K +796 +25%
Dynamic Advisor Solutions
131
Dynamic Advisor Solutions
Arizona
$214K +$242K +3,733 New
Choreo LLC
132
Choreo LLC
Illinois
$213K +$38.3K +590 +19%
Resonant Capital Advisors
133
Resonant Capital Advisors
Wisconsin
$212K +$240K +3,694 New
Arax Advisory Partners
134
Arax Advisory Partners
Colorado
$206K +$133K +2,051 +133%
AWA
135
Argos Wealth Advisors
California
$203K – – –
Hantz Financial Services
136
Hantz Financial Services
Michigan
$172K -$22.4K -345 -10%
Allworth Financial
137
Allworth Financial
California
$165K +$8.37K +129 +5%
Eastern Bank
138
Eastern Bank
Massachusetts
$140K +$158K +2,437 New
Global Retirement Partners
139
Global Retirement Partners
California
$130K +$147K +2,259 New
Smartleaf Asset Management
140
Smartleaf Asset Management
Massachusetts
$111K – – –
Clearstead Advisors
141
Clearstead Advisors
Ohio
$95.2K +$108K +1,658 New
TD Private Client Wealth
142
TD Private Client Wealth
New York
$85.9K +$8.89K +137 +10%
W
143
WealthCollab
Washington
$77K +$3.7K +57 +4%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$75K -$2.08K -32 -2%
Westside Investment Management
145
Westside Investment Management
California
$58.8K – – –
HM Payson & Co
146
HM Payson & Co
Maine
$58.3K +$33K +508 +100%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$53.2K +$31.8K +490 +112%
Bell Investment Advisors
148
Bell Investment Advisors
California
$45.5K +$7.66K +118 +17%
North Star Investment Management
149
North Star Investment Management
Illinois
$38.2K +$1.1K +17 +3%
Larson Financial Group
150
Larson Financial Group
Missouri
$33.7K +$15.3K +236 +67%