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ASE Group
ASX

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
251
Huntington National Bank
Ohio
$7.77K -$177 -19 -2%
CA
252
Clearstead Advisors
Ohio
$7.39K – – –
T
253
Tidemark
California
$7.37K – – –
VWA
254
Valued Wealth Advisors
Utah
$6.98K – – –
CSC
255
Caldwell Sutter Capital
California
$6.88K – – –
HWP
256
Highline Wealth Partners
California
$6.55K +$4.4K +472 +291%
TPWA
257
Twin Peaks Wealth Advisors
California
$6.51K +$6K +643 New
MWA
258
Medallion Wealth Advisors
Connecticut
$6.07K – – –
IA
259
IFP Advisors
Florida
$4.71K +$485 +52 +13%
WA
260
WPG Advisers
Maryland
$4.66K -$3.69K -396 -47%
SS
261
SBI Securities
Japan
$3.94K -$4K -429 -53%
UB
262
UMB Bank
Missouri
$3.81K – – –
SHIM
263
Stone House Investment Management
Pennsylvania
$3.62K +$933 +100 +40%
BIA
264
Bell Investment Advisors
California
$3.52K -$737 -79 -19%
AAG
265
Armstrong Advisory Group
Massachusetts
$3.51K +$3.17K +340 New
PGAM
266
Princeton Global Asset Management
New Jersey
$3.11K +$2.81K +301 New
KG
267
Kilter Group
New York
$2.89K +$2.61K +280 New
PTC
268
Private Trust Company
Ohio
$2.54K – – –
RAM
269
Riggs Asset Management
Pennsylvania
$2.29K +$2.07K +222 New
TWD
270
True Wealth Design
Ohio
$1.99K -$1.72K -184 -49%
PWA
271
Physician Wealth Advisors
Utah
$1.99K +$1.09K +117 +154%
FHA
272
First Horizon Advisors
Tennessee
$1.69K +$1.53K +164 New
CA
273
CoreCap Advisors
Michigan
$1.61K – – –
SAM
274
Smartleaf Asset Management
Massachusetts
$1.56K – – –
BWL
275
Bogart Wealth LLC
Virginia
$1.44K – – –
9 10
11
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