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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
401
Nisa Investment Advisors
Missouri
$104K +$14.3K +425 +22%
BIA
402
Bell Investment Advisors
California
$104K +$3.93K +117 +5%
VSQM
403
V-Square Quantitative Management
Illinois
$103K +$76.4K +2,275 New
RRMM
404
Regatta Research & Money Management
Louisiana
$96.6K +$71.9K +2,142 New
EB
405
Eastern Bank
Massachusetts
$95.5K +$71.1K +2,116 New
JWA
406
JFS Wealth Advisors
Pennsylvania
$94.2K – – –
UB
407
UMB Bank
Missouri
$90.2K – – –
UFPG
408
United Financial Planning Group
New York
$81.1K +$60.3K +1,797 New
GSWM
409
Golden State Wealth Management
California
$81K – – –
PFBT
410
Parkside Financial Bank & Trust
Missouri
$78.1K -$8.97K -267 -13%
WIM
411
Westside Investment Management
California
$69.7K – – –
Bessemer Group
412
Bessemer Group
New Jersey
$69K +$3.16K +94 +7%
HNB
413
Huntington National Bank
Ohio
$69K -$1.38K -41 -3%
APFP
414
Action Point Financial Planning
Michigan
$68.2K +$50.8K +1,514 New
KFI
415
Key Financial Inc
Pennsylvania
$62.5K – – –
FC
416
Financial Consulate
Maryland
$59.9K +$6.01K +179 +16%
SGFG
417
Silver Grove Financial Group
New York
$56.3K +$41.9K +1,248 New
ST
418
Smithfield Trust
Pennsylvania
$52K +$38.7K +1,151 New
WA
419
Whipplewood Advisors
Colorado
$51.4K -$120K -3,587 -76%
CSP
420
Cary Street Partners
Virginia
$49.7K +$672 +20 +2%
AWA
421
Acumen Wealth Advisors
Tennessee
$48K – – –
BT
422
Banque Transatlantique
France
$45.1K +$33.6K +1,000 New
TWD
423
True Wealth Design
Ohio
$44.5K +$1.48K +44 +5%
RWS
424
Retirement Wealth Solutions
Wisconsin
$44K -$8.7K -259 -21%
BBHC
425
Brown Brothers Harriman & Co
New York
$42.9K – – –