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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Coldstream Capital Management
Washington
$496K +$300K +32,180 +203%
WFI
127
West Family Investments
California
$492K +$186K +19,902 +72%
QCM
128
QRG Capital Management
Illinois
$488K -$329K -35,215 -43%
RWM
129
Ritholtz Wealth Management
New York
$471K -$774K -82,996 -65%
PP
130
PDS Planning
Ohio
$463K +$31.4K +3,363 +8%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$461K +$123K +13,205 +42%
MFG
132
Merit Financial Group
Georgia
$443K +$129K +13,782 +47%
TPCW
133
TD Private Client Wealth
New York
$423K +$78.8K +8,448 +26%
FIM
134
Freedom Investment Management
Connecticut
$415K +$12.2K +1,312 +3%
P
135
&Partners
Tennessee
$412K +$17.9K +1,923 +5%
CFO
136
Callan Family Office
Pennsylvania
$408K +$368K +39,487 New
FC
137
Farringdon Capital
United Kingdom
$385K +$348K +37,289 New
PAS
138
Park Avenue Securities
New York
$379K -$24.8K -2,655 -7%
FRA
139
Frank Rimerman Advisors
California
$373K +$337K +36,130 New
HighTower Advisors
140
HighTower Advisors
Illinois
$369K +$17.5K +1,875 +6%
YCM
141
Yousif Capital Management
Michigan
$357K +$14.7K +1,570 +5%
FAFN
142
First Affirmative Financial Network
Colorado
$355K +$82.5K +8,837 +35%
AGC
143
Aspen Grove Capital
Colorado
$346K
AFG
144
Atomi Financial Group
New York
$329K -$88K -9,435 -23%
CS
145
Candriam SCA
Luxembourg
$327K
SC
146
Savant Capital
Illinois
$317K +$120K +12,810 +72%
AWA
147
Aaron Wealth Advisors
Illinois
$316K +$29.8K +3,196 +12%
ECM
148
Evergreen Capital Management
Washington
$309K +$279K +29,934 New
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$309K +$3.22K +345 +1%
BIG
150
Brooklyn Investment Group
New York
$308K +$207K +22,138 +289%