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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
126
Fox Run Management
Connecticut
$370K +$430K +42,287 New
PP
127
PDS Planning
Ohio
$363K +$27K +2,652 +7%
AFG
128
Atomi Financial Group
New York
$362K +$7.21K +709 +2%
PAS
129
Park Avenue Securities
New York
$345K -$14.1K -1,382 -3%
FIM
130
Freedom Investment Management
Connecticut
$341K -$1.34K -132 -0.3%
P
131
&Partners
Tennessee
$334K +$55.8K +5,484 +17%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$321K +$224K +22,042 +151%
HighTower Advisors
133
HighTower Advisors
Illinois
$297K -$5.7K -560 -2%
AGC
134
Aspen Grove Capital
Colorado
$294K +$1.99K +196 +0.6%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$293K -$11.7K -1,147 -3%
CIS
136
Custom Index Systems
New York
$291K -$4.07K -400 -1%
YCM
137
Yousif Capital Management
Michigan
$289K
TPCW
138
TD Private Client Wealth
New York
$285K +$31.1K +3,062 +10%
SCP
139
Sivia Capital Partners
California
$278K -$27.8K -2,729 -8%
CS
140
Candriam SCA
Luxembourg
$277K +$94.6K +9,304 +42%
AA
141
ABC Arbitrage
France
$277K +$321K +31,567 New
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$276K +$33.8K +3,319 +12%
CHP
143
Cable Hill Partners
Oregon
$275K -$104K -10,205 -24%
PWPS
144
Pinnacle Wealth Planning Services
Ohio
$269K +$4.15K +408 +1%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$259K +$20.5K +2,020 +7%
MFG
146
Merit Financial Group
Georgia
$255K +$176K +17,286 +146%
AWM
147
Aprio Wealth Management
Georgia
$255K -$8.15K -801 -3%
MPPW
148
Mitchell & Pahl Private Wealth
Oklahoma
$250K -$336 -33 -0.1%
WFI
149
West Family Investments
California
$243K +$25.3K +2,485 +10%
CWM
150
Congress Wealth Management
Massachusetts
$240K +$13.2K +1,301 +5%