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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
76
Segall Bryant & Hamill
Illinois
$943K
KIA
77
KLR Investment Advisors
Rhode Island
$940K +$358K +46,524 +70%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$936K +$924K +120,127 New
Cerity Partners
79
Cerity Partners
New York
$915K +$78.5K +10,211 +10%
Jane Street
80
Jane Street
New York
$912K +$258K +33,563 +35%
LNWWM
81
Laird Norton Wetherby Wealth Management
California
$908K +$369 +48 +0%
State Street
82
State Street
Massachusetts
$891K -$45.6K -5,926 -5%
TWD
83
True Wealth Design
Ohio
$865K -$2.71K -352 -0.3%
BL
84
Balentine LLC
Georgia
$853K +$33.9K +4,405 +4%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$809K -$888K -115,406 -53%
SFA
86
Sequoia Financial Advisors
Ohio
$781K +$46.3K +6,020 +6%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$771K -$175K -22,744 -19%
PA
88
Profund Advisors
Maryland
$697K +$13.7K +1,786 +2%
BCI
89
Brinker Capital Investments
Pennsylvania
$663K -$607K -78,941 -48%
OPS
90
Orion Portfolio Solutions
Nebraska
$663K -$607K -78,941 -48%
Federated Hermes
91
Federated Hermes
Pennsylvania
$655K -$28.1K -3,655 -4%
RWM
92
Ritholtz Wealth Management
New York
$629K -$68.9K -8,958 -10%
HJIM
93
Henry James International Management
New York
$615K -$146 -19 -0%
PWPS
94
Pinnacle Wealth Planning Services
Ohio
$565K -$7.38K -959 -1%
JMPWA
95
JP Morgan Private Wealth Advisors
California
$557K -$50.2K -6,521 -8%
Truist Financial
96
Truist Financial
North Carolina
$536K +$3.26K +424 +0.6%
ACM
97
Ativo Capital Management
Illinois
$532K -$100 -13 -0%
TC
98
TownSquare Capital
Utah
$525K +$86.2K +11,205 +20%
LWAM
99
Legacy Wealth Asset Management
Minnesota
$503K +$3.23K +420 +0.7%
FA
100
FDx Advisors
Illinois
$488K +$277K +35,956 +134%