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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Greenleaf Trust
Michigan
$131K +$105 +10 +0.1%
AAM
227
Aureus Asset Management
Massachusetts
$129K
AWP
228
Abacus Wealth Partners
California
$127K -$3.46K -331 -3%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$125K +$1.82K +174 +2%
GBT
230
Grove Bank & Trust
Florida
$122K -$28.7K -2,746 -20%
EWM
231
Empirical Wealth Management
Washington
$121K +$114K +10,923 New
MOS
232
MGO One Seven
Ohio
$121K +$9.13K +872 +9%
AWM
233
Aprio Wealth Management
Georgia
$119K +$113K +10,772 New
DAS
234
Dynamic Advisor Solutions
Arizona
$119K +$112K +10,691 New
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$118K -$6.5K -621 -6%
SC
236
Syon Capital
California
$115K +$108K +10,359 New
VF
237
Virtu Financial
New York
$113K +$107K +10,197 New
NP
238
NorthRock Partners
Minnesota
$112K +$106K +10,137 New
CP
239
Canopy Partners
Ohio
$112K +$106K +10,132 New
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$107K -$516K -49,301 -84%
Russell Investments Group
241
Russell Investments Group
United Kingdom
$103K -$1.63M -155,944 -94%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$99.3K +$42.2K +4,030 +82%
AF
243
Allworth Financial
California
$77.9K +$24.2K +2,316 +49%
MIP
244
Mondrian Investment Partners
United Kingdom
$74.2K +$70.1K +6,695 New
GRP
245
Global Retirement Partners
California
$65.7K +$8.62K +823 +16%
FFA
246
Farther Finance Advisors
California
$53.8K +$22K +2,106 +77%
W
247
WealthCollab
Washington
$53.8K
AssetMark Inc
248
AssetMark Inc
California
$41.5K +$1.6K +153 +4%
SPIA
249
Steward Partners Investment Advisory
New York
$31.9K +$628 +60 +2%
TFA
250
Transamerica Financial Advisors
Florida
$30.5K +$28.8K +2,752 New