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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
326
Capstone Investment Advisors
New York
$346K +$258K +7,672 New
BW
327
BIP Wealth
Georgia
$345K +$257K +7,657 New
W
328
WorthPointe
California
$344K +$256K +7,634 New
PCS
329
Personal CFO Solutions
New Jersey
$344K +$256K +7,619 New
KP
330
Keel Point
Alabama
$342K +$255K +7,581 New
JFGLC
331
Johnson Financial Group LLC (Colorado)
Colorado
$338K +$252K +7,490 New
PWM
332
Perigon Wealth Management
California
$337K +$251K +7,464 New
CWWM
333
Clear Wave Wealth Management
New Jersey
$335K -$76.3K -2,273 -23%
M&T Bank
334
M&T Bank
New York
$334K -$158K -4,692 -39%
OFO
335
OneAscent Family Office
Alabama
$332K +$247K +7,366 New
NWM
336
Nolet Wealth Management
Texas
$332K +$247K +7,365 New
SRC
337
Sage Rhino Capital
California
$328K +$244K +7,269 New
WC
338
Wexford Capital
Florida
$326K +$243K +7,236 New
IWC
339
Integrated Wealth Concepts
Massachusetts
$324K +$241K +7,183 New
SC
340
Schubert & Co
Texas
$322K +$240K +7,147 New
HR
341
Hardy Reed
Mississippi
$322K +$240K +7,135 New
PCMNC
342
Piedmont Capital Management (North Carolina)
North Carolina
$317K +$236K +7,016 New
SAG
343
SageView Advisory Group
California
$316K +$235K +7,005 New
Geode Capital Management
344
Geode Capital Management
Massachusetts
$314K +$234K +6,965 New
DWM
345
Diversify Wealth Management
Utah
$306K -$31.5K -939 -10%
DAS
346
Diversify Advisory Services
Utah
$306K +$281K +8,370 New
AWM
347
Angeles Wealth Management
California
$303K +$226K +6,718 New
HI
348
Humankind Investments
New York
$302K +$225K +6,692 New
BPA
349
Beacon Pointe Advisors
California
$296K +$220K +6,550 New
AC
350
AXQ Capital
New Jersey
$295K +$220K +6,537 New