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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
MAI Capital Management
Ohio
$14.5K
IUHSA
277
Itau Unibanco Holding S.A.
Brazil
$12.9K +$11.4K +802 New
AA
278
Ancora Advisors
Ohio
$12.8K +$11.3K +794 New
CA
279
Clearstead Advisors
Ohio
$11.5K
T
280
Tidemark
California
$11.5K
RFP
281
Root Financial Partners
California
$11.2K +$597 +42 +6%
TWD
282
True Wealth Design
Ohio
$11.1K +$4.29K +302 +77%
VWA
283
Valued Wealth Advisors
Utah
$10.9K
HWP
284
Highline Wealth Partners
California
$10.9K +$568 +40 +6%
CSC
285
Caldwell Sutter Capital
California
$10.7K
PG
286
Proffitt & Goodson
Tennessee
$10.5K
Bessemer Group
287
Bessemer Group
New Jersey
$10K +$3.08K +217 +55%
MWA
288
Medallion Wealth Advisors
Connecticut
$9.53K
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$9.29K
PTC
290
Private Trust Company
Ohio
$9.24K +$3.85K +271 +89%
WA
291
Westfuller Advisors
New York
$7.82K
SEP
292
Signature Equity Partners
Ohio
$7.71K +$6.81K +479 New
PWA
293
Physician Wealth Advisors
Utah
$7.37K +$1.12K +79 +21%
IA
294
IFP Advisors
Florida
$7.34K
WA
295
WPG Advisers
Maryland
$7.26K
WA
296
Whipplewood Advisors
Colorado
$7.07K +$6.24K +439 New
CFM
297
Cornerstone Financial Management
Massachusetts
$6.76K +$5.97K +420 New
NSIM
298
North Star Investment Management
Illinois
$6.34K +$4.99K +351 +816%
RWM
299
Raffa Wealth Management
District of Columbia
$5.41K
CA
300
Crewe Advisors
Utah
$4.93K