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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Whalen Wealth Management
Nevada
$363K -$49.8K -2,369 -12%
TF
227
Trek Financial
Arizona
$363K +$23.6K +1,124 +7%
AWM
228
Aprio Wealth Management
Georgia
$359K +$78.2K +3,720 +29%
OIA
229
OneDigital Investment Advisors
Kansas
$359K +$841 +40 +0.2%
KeyBank National Association
230
KeyBank National Association
Ohio
$357K +$346K +16,476 New
Group One Trading
231
Group One Trading
Illinois
$346K -$83.9K -3,992 -20%
FG
232
Foster Group
Iowa
$346K +$3.93K +187 +1%
PWPS
233
Pinnacle Wealth Planning Services
Ohio
$335K -$134K -6,374 -29%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$333K -$40.9K -1,947 -11%
SCP
235
Sivia Capital Partners
California
$328K -$213K -10,144 -40%
LWL
236
Leo Wealth LLC
Texas
$324K +$12.6K +599 +4%
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$319K +$73K +3,474 +31%
ASN
238
Advisory Services Network
Georgia
$317K +$307K +14,608 New
SI
239
Seeds Investor
New York
$308K +$241K +11,448 New
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$305K +$42.3K +2,014 +17%
CFA
241
Collaborative Fund Advisors
Nevada
$299K +$290K +13,794 New
FFA
242
Farther Finance Advisors
California
$296K +$44.6K +2,119 +19%
GT
243
Greenleaf Trust
Michigan
$296K +$8.81K +419 +3%
MIP
244
Mondrian Investment Partners
United Kingdom
$288K +$34.1K +1,623 +14%
GM
245
GeoWealth Management
Illinois
$285K +$29K +1,381 +12%
DWM
246
Diversify Wealth Management
Utah
$285K +$196K +9,309 New
SAM
247
Smartleaf Asset Management
Massachusetts
$282K +$163K +7,758 +135%
DWM
248
Drive Wealth Management
Utah
$282K -$44K -2,094 -14%
AF
249
Allworth Financial
California
$281K +$103K +4,888 +60%
EWA
250
EP Wealth Advisors
California
$279K -$30.1K -1,430 -10%