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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$3K -$26 -6 -1%
BWM
127
BerganKDV Wealth Management
Minnesota
$3K
VFA
128
Valeo Financial Advisors
Indiana
$2K
TFS
129
TrustCore Financial Services
Tennessee
$2K +$1.5K +352 New
LWM
130
Liberty Wealth Management
California
$2K +$1.54K +361 New
GRP
131
Global Retirement Partners
California
$2K +$1.73K +405 New
FHA
132
Flagship Harbor Advisors
Massachusetts
$2K +$2.57K +602 New
ABC
133
Associated Banc-Corp
Wisconsin
$1K
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$4 +1 +0.3%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$1K +$533 +125 New
CWC
136
Carolinas Wealth Consulting
North Carolina
$1K +$1.24K +291 New
Mackenzie Financial
137
Mackenzie Financial
Ontario, Canada
-$175K -46,750 Closed
AI
138
Atria Investments
North Carolina
-$89K -23,848 Closed
PWPS
139
Pinnacle Wealth Planning Services
Ohio
-$84K -22,720 Closed
WAM
140
World Asset Management
Michigan
-$77K -20,529 Closed
S
141
SimplyRich
California
-$69K -17,749 Closed
HIMCH
142
Hartford Investment Management Co (HIMCO)
Connecticut
-$66K -17,563 Closed
GT
143
Greenleaf Trust
Michigan
-$61K -16,198 Closed
WANY
144
Wealthspire Advisors (New York)
New York
-$48K -12,748 Closed
CWP
145
CFM Wealth Partners
Texas
-$14K -3,659 Closed
ASN
146
Advisory Services Network
Georgia
-$6K -1,567 Closed
SMFS
147
Squar Milner Financial Services
California
-$2K -631 Closed
TRCT
148
Tower Research Capital (TRC)
New York
-$1K -137 Closed
BCWM
149
Bartlett & Co Wealth Management
Ohio
-$441 -118 Closed
FHA
150
First Horizon Advisors
Tennessee
+$260 +61 New