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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
State Street
76
State Street
Massachusetts
$901K -$947K -129,564 -53%
TWD
77
True Wealth Design
Ohio
$888K -$36.1K -4,936 -4%
Cerity Partners
78
Cerity Partners
New York
$855K +$7.78K +1,065 +1%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$851K +$455K +62,212 +140%
BL
80
Balentine LLC
Georgia
$838K -$16.1K -2,204 -2%
YIH
81
Y-Intercept (HK)
Hong Kong
$816K +$749K +102,446 New
SFA
82
Sequoia Financial Advisors
Ohio
$751K +$59.5K +8,145 +9%
RWM
83
Ritholtz Wealth Management
New York
$715K +$558K +76,364 +574%
Jane Street
84
Jane Street
New York
$701K -$1.04M -142,027 -60%
PA
85
Profund Advisors
Maryland
$699K +$399K +54,526 +164%
Federated Hermes
86
Federated Hermes
Pennsylvania
$699K +$104K +14,276 +19%
CWP
87
Capital Wealth Planning
Florida
$671K +$539K +73,787 +709%
PCM
88
Penserra Capital Management
California
$671K +$539K +73,787 +709%
Allianz Asset Management
89
Allianz Asset Management
Germany
$655K
HJIM
90
Henry James International Management
New York
$630K +$2.54K +347 +0.4%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$622K -$22.8K -3,126 -4%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$612K -$349K -47,800 -38%
PWPS
93
Pinnacle Wealth Planning Services
Ohio
$586K -$9.03K -1,235 -2%
CCIA
94
Campbell & Co Investment Adviser
Maryland
$558K -$37.8K -5,166 -7%
II
95
Inspire Investing
Idaho
$557K +$511K +69,866 New
PAS
96
Park Avenue Securities
New York
$548K +$16.1K +2,197 +3%
Truist Financial
97
Truist Financial
North Carolina
$545K +$141K +19,324 +39%
ACM
98
Ativo Capital Management
Illinois
$544K +$499K +68,289 New
KIA
99
KLR Investment Advisors
Rhode Island
$526K +$483K +66,023 New
LWAM
100
Legacy Wealth Asset Management
Minnesota
$511K -$7.09K -970 -1%