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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$246K +$122K +16,535 +111%
PA
102
Profund Advisors
Maryland
$227K +$6.32K +860 +3%
RFC
103
Regions Financial Corp
Alabama
$213K +$1.94K +264 +1%
BL
104
Balentine LLC
Georgia
$213K +$124K +16,842 +161%
Franklin Resources
105
Franklin Resources
California
$176K +$15K +2,043 +10%
KPWS
106
Kestra Private Wealth Services
Texas
$173K -$6.33K -861 -4%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$171K -$2.09K -284 -1%
Axa
108
Axa
France
$169K
HighTower Advisors
109
HighTower Advisors
Illinois
$168K -$40.5K -5,517 -20%
Creative Planning
110
Creative Planning
Kansas
$168K +$20.9K +2,845 +15%
DBT
111
Dubuque Bank & Trust
Iowa
$162K -$1.13K -154 -0.7%
HF
112
HRT Financial
New York
$161K -$111K -15,170 -42%
OWM
113
OneAscent Wealth Management
Alabama
$161K +$20.8K +2,828 +16%
SFS
114
Stiles Financial Services
Minnesota
$160K +$151K +20,500 New
MNBTD
115
Moody National Bank Trust Division
Texas
$159K +$2.33K +317 +2%
MML Investors Services
116
MML Investors Services
Massachusetts
$159K +$20.7K +2,820 +16%
PP
117
PDS Planning
Ohio
$152K -$4.14K -563 -3%
SWIG
118
Strategic Wealth Investment Group
Kentucky
$144K -$2.63K -358 -2%
GT
119
Glenmede Trust
Pennsylvania
$143K -$720 -98 -0.5%
ACA
120
Atlas Capital Advisors
Wyoming
$137K +$63.4K +8,627 +96%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$137K +$129K +17,540 New
VC
122
Veery Capital
Delaware
$135K +$7.17K +976 +6%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$134K +$14.9K +2,031 +13%
DCM
124
DGS Capital Management
New Jersey
$131K +$123K +16,713 New
AAM
125
Aureus Asset Management
Massachusetts
$130K