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ASE Group

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$252K +$8.06K +794 +3%
RFC
152
Regions Financial Corp
Alabama
$250K -$16.5K -1,620 -6%
EC
153
EntryPoint Capital
New York
$242K +$252K +24,829 New
Truist Financial
154
Truist Financial
North Carolina
$240K -$40.6K -3,996 -14%
WA
155
Wealth Alliance
New York
$234K +$3.69K +363 +2%
BA
156
Bridgewater Advisors
New York
$230K -$14.1K -1,384 -6%
AWA
157
Aaron Wealth Advisors
Illinois
$225K +$37.6K +3,701 +19%
GT
158
Glenmede Trust
Pennsylvania
$225K -$12.2K -1,206 -5%
SA
159
Shilanski & Associates
Alaska
$224K +$538 +53 +0.2%
GS
160
GTS Securities
Florida
$221K -$162K -15,990 -41%
CS
161
Candriam SCA
Luxembourg
$218K +$22.3K +2,195 +11%
PCS
162
Personal CFO Solutions
New Jersey
$201K +$3K +295 +1%
DAS
163
Diversify Advisory Services
Utah
$201K -$92.9K -9,152 -32%
BJL
164
Brighton Jones LLC
Washington
$200K -$20.1K -1,982 -9%
AWM
165
Ariadne Wealth Management
California
$195K +$195K +19,242 New
HJIM
166
Henry James International Management
New York
$195K -$8.77K -863 -4%
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$193K +$201K +19,808 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$191K +$31.1K +3,061 +19%
LFA
169
Legacy Financial Advisors
Kentucky
$184K +$6.1K +601 +3%
CCM
170
Coldstream Capital Management
Washington
$183K +$32.4K +3,186 +21%
IC
171
IEQ Capital
California
$181K -$4.8K -473 -2%
EWA
172
EverSource Wealth Advisors
Alabama
$181K +$12.5K +1,231 +7%
IC
173
Inscription Capital
Texas
$176K
BHPW
174
Beverly Hills Private Wealth
California
$170K -$48.5K -4,771 -21%
OIA
175
OneDigital Investment Advisors
Kansas
$168K +$24.7K +2,431 +16%