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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$666K +$165K +28,116 +36%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$610K +$201K +34,357 +55%
NMC
78
Nine Masts Capital
Hong Kong
$545K +$509K +86,900 New
SFA
79
Sequoia Financial Advisors
Ohio
$540K +$232K +39,599 +85%
EDRH
80
Edmond de Rothschild Holding
Switzerland
$538K +$181K +30,915 +56%
Allianz Asset Management
81
Allianz Asset Management
Germany
$515K
JMPWA
82
JP Morgan Private Wealth Advisors
California
$509K -$209K -35,758 -31%
HJIM
83
Henry James International Management
New York
$493K -$138K -23,626 -23%
CCIA
84
Campbell & Co Investment Adviser
Maryland
$471K +$1.71K +291 +0.4%
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$469K +$354K +60,385 +420%
Federated Hermes
86
Federated Hermes
Pennsylvania
$460K +$28.1K +4,803 +7%
PAS
87
Park Avenue Securities
New York
$417K -$113K -19,209 -22%
LWAM
88
Legacy Wealth Asset Management
Minnesota
$408K -$886K -151,250 -70%
QCM
89
Quantinno Capital Management
New York
$350K +$327K +55,746 New
RJA
90
Raymond James & Associates
Florida
$330K -$208K -35,506 -40%
BWP
91
BSW Wealth Partners
Colorado
$315K -$51.1K -8,724 -15%
TSS
92
Two Sigma Securities
New York
$312K -$374K -63,803 -56%
Geode Capital Management
93
Geode Capital Management
Massachusetts
$311K
Truist Financial
94
Truist Financial
North Carolina
$308K -$238K -40,644 -45%
EAM
95
Eagle Asset Management
Florida
$303K -$5.86K -1,001 -2%
EGM
96
Engineers Gate Manager
New York
$301K +$97.5K +16,646 +53%
VIA
97
Vident Investment Advisory
Georgia
$301K +$4.53K +773 +2%
CHP
98
Cable Hill Partners
Oregon
$298K +$278K +47,471 New
Ameriprise
99
Ameriprise
Minnesota
$291K -$232K -39,620 -46%
AWM
100
Apollon Wealth Management
South Carolina
$284K +$19K +3,250 +8%