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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
126
OneAscent Financial Services
Alabama
$130K +$26.3K +3,581 +28%
BOPW
127
Brandywine Oak Private Wealth
Pennsylvania
$129K +$122K +16,535 New
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$128K +$121K +16,484 New
FCH
129
Freestone Capital Holdings
Washington
$125K +$13.9K +1,889 +13%
First Trust Advisors
130
First Trust Advisors
Illinois
$124K -$52.2K -7,107 -31%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$123K -$15.2K -2,074 -12%
VF
132
Virtu Financial
New York
$123K +$115K +15,703 New
KAS
133
Kestra Advisory Services
Texas
$122K +$22.2K +3,025 +24%
Ameriprise
134
Ameriprise
Minnesota
$121K -$60.2K -8,186 -34%
PAG
135
Private Advisor Group
New Jersey
$120K -$105K -14,346 -48%
MOS
136
MGO One Seven
Ohio
$114K +$845 +115 +0.8%
AWA
137
Aaron Wealth Advisors
Illinois
$114K +$27.6K +3,756 +34%
M&T Bank
138
M&T Bank
New York
$113K +$22.6K +3,074 +27%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$111K -$3.04K -413 -3%
RJT
140
Raymond James Trust
Florida
$111K +$104K +14,212 New
LWAM
141
Legacy Wealth Asset Management
Minnesota
$109K +$103K +13,978 New
CHP
142
Cable Hill Partners
Oregon
$109K +$103K +13,983 New
EDRH
143
Edmond de Rothschild Holding
Switzerland
$107K +$100K +13,668 New
MIP
144
Mondrian Investment Partners
United Kingdom
$101K -$7.33M -997,559 -99%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$99K -$3.57K -486 -4%
Nuveen
146
Nuveen
North Carolina
$99K
EWM
147
Endowment Wealth Management
Wisconsin
$98K +$92.7K +12,611 New
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$97K +$91.5K +12,448 New
LPL Financial
149
LPL Financial
California
$95K -$518K -70,513 -85%
GT
150
Greenleaf Trust
Michigan
$88K +$82.9K +11,278 New